Financial Sales- Warsaw based

JR United Kingdom; Woking; On-site; GBP 45,000 - 70,000; Full time

Job summary

Une entreprise de gestion de patrimoine en pleine expansion recherche un 'Sales Professional/Wealth Manager' passionné par le service client et déterminé à atteindre ses objectifs. Le candidat idéal aura un diplôme en finance et une solide expérience de gestion de clients haut de gamme. Profitez d'une culture de soutien et d'opportunités de croissance professionnelle au sein d'une équipe dynamique.

Benefits

Opportunité de gagner des qualifications professionnelles

Formation complète et support technique

Bonus de commission compétitifs

Opportunités de carrière diversifiées

Qualifications

• Expérience en ventes financières et interactions avec des clients en face à face.
• Compréhension des investissements, solutions offshore et régimes de retraite.
• Fiabilité et professionnalisme, avec un historique de service de qualité.

Responsibilities

• Construire et entretenir une base de clients d'individus fortunés.
• Gérer et soutenir des portefeuilles clients avec un service personnalisé.
• Identifier et aborder les besoins financiers personnels des clients.

Skills

Analytical skills

Client management

Sales acumen

Attention to detail

Service focus

Education

Degree in business, finance, economics, or management

Job description

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Experienced Financial Sales Professional and Wealth Manager based in Warsaw

Are you ready to elevate your career with one of the top teams at deVere? We are looking for a talented Sales Professional/Wealth Manager to join our Warsaw office. If you are passionate about growing your career, and willing to relocate to Poland, this is your chance!

At deVere, we pride ourselves on being a sustainable, rewarding, and award-winning company dedicated to enhancing our clients' financial wellbeing. We are on a mission of continued growth and seek Wealth Managers who are eager to contribute to this journey.

Why Join Us?

- Career Growth: Manage a diverse and extensive portfolio and take advantage of extensive training and career advancement opportunities.

- Supportive Culture: Our CEO, Nigel Green, champions ongoing career support, fostering a culture that prioritizes your professional development.

- Holistic Approach: Utilize a consultative process to tailor personalized strategies that address the complex needs of your clients.

Key Responsibilities:

- Build and nurture a client base of high-net-worth individuals (B2C).

- Manage and support client portfolios with a focus on developing strong, trusting relationships through personalized advisory services.

- Identify and address personal and financial needs, delivering tailored wealth management solutions.

- Conduct comprehensive reviews to assess client needs and provide bespoke financial strategies.

- Offer a full range of solutions, including investments, pensions, savings plans, protection (insurance), estate planning, and fintech solutions.

- Stay updated with legislative, financial, and procedural requirements, and ensure compliance.

- Perform general administrative duties as required.

Skills and Experience:

- Degree or equivalent experience in business, finance, economics, or management.

- Proven sales acumen with experience in face-to-face client interactions.

- Strong service focus with exceptional numerical, analytical, and attention-to-detail skills.

- Experience managing high-net-worth clients and understanding of investments, offshore solutions, and pension plans.

- Reliable, professional, and a team player with a track record of delivering top-quality service.

- Proven financial sales success with a drive for targets and ambition.

Company Benefits:

- Opportunity to earn further chartered qualifications relevant to the industry.

- Diverse career opportunities and progression.

- Potential for transfers to different locations.

- Competitive commission bonuses with a transparent structure.

- Comprehensive individual and team training to support your development.

- Leading industry administration and compliance structures.

- Advanced IT & CRM systems and top-notch technical support.

- Full product training.

If you're excited by the prospect of a challenging and rewarding role, apply now to join our esteemed team!