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Wealth Management-Jobs in United States

Financial Advisors wanted in Spain

Financial Advisors wanted in Spain
Prestige IFA Jobs
London
EUR 30.000 - 70.000
Ich möchte über neue Stellenangebote mit dem Stichwort „Wealth Management“ benachrichtigt werden.

Private Wealth Legal - Distribution VP

Private Wealth Legal - Distribution VP
Blackstone
London
GBP 60.000 - 80.000

Premier Relationship Manager

Premier Relationship Manager
HSBC
Grantham
GBP 30.000 - 50.000

Wealth Manager UK

Wealth Manager UK
Prestige IFA Jobs
St Albans
GBP 50.000 - 90.000

Senior Manager - Wealth & Asset Management, Business Transformation

Senior Manager - Wealth & Asset Management, Business Transformation
Iris Software
London
GBP 60.000 - 100.000
Entdecke mehr Stellenangebote als bei herkömmlichen Stellenportalen.
Jetzt mehr Stellenangebote entdecken

Senior Manager - Wealth & Asset Management, Business Transformation

Senior Manager - Wealth & Asset Management, Business Transformation
EY
London
GBP 60.000 - 100.000

Managing Director – Europe Wealth Services

Managing Director – Europe Wealth Services
STATE STREET CORPORATION
London
GBP 90.000 - 150.000

Head of Corporate & Entrepreneurs Business Development | London, UK

Head of Corporate & Entrepreneurs Business Development | London, UK
Quilter
London
GBP 60.000 - 100.000
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Citi Global Wealth - Lending Advisory Head for UK, Europe, MEA | London, UK

Citi Global Wealth - Lending Advisory Head for UK, Europe, MEA | London, UK
Citi
London
GBP 80.000 - 150.000

Client Service Executive

Client Service Executive
Deutsche Bank
London
GBP 40.000 - 60.000

Private Client Advisor Europe

Private Client Advisor Europe
Prestige IFA Jobs
London
Remote
GBP 50.000 - 150.000

Private Client Advisor Portugal

Private Client Advisor Portugal
Prestige IFA Jobs
London
Remote
GBP 50.000 - 150.000

Private Client Advisor UAE

Private Client Advisor UAE
Prestige IFA Jobs
London
Remote
GBP 100.000 - 125.000

Financial Adviser

Financial Adviser
Ortus PSR Ltd.
City Of London
GBP 130.000 - 195.000

Strategy and Business Development, Wealth Services, Vice President

Strategy and Business Development, Wealth Services, Vice President
STATE STREET CORPORATION
London
GBP 80.000 - 120.000

Alternatives Product Marketing Manager

Alternatives Product Marketing Manager
Franklin Templeton
London
GBP 80.000 - 100.000

Paralegal

Paralegal
FNZ
London
GBP 30.000 - 40.000

Financial Consultants Thailand

Financial Consultants Thailand
Prestige IFA Jobs
London
GBP 50.000 - 80.000

Financial Advisor (European Economic Area)

Financial Advisor (European Economic Area)
Prestige IFA Jobs
London
GBP 100.000 - 125.000

Financial Advisor China

Financial Advisor China
Prestige IFA Jobs
London
GBP 30.000 - 50.000

Wealth Manager London

Wealth Manager London
Prestige IFA Jobs
London
GBP 60.000 - 100.000

Financial Advisor Milan

Financial Advisor Milan
Prestige IFA Jobs
London
GBP 100.000 - 125.000

Senior Lead Software Engineer - Full Stack Developer Java/Kafka

Senior Lead Software Engineer - Full Stack Developer Java/Kafka
JPMorgan Chase & Co.
Glasgow
GBP 60.000 - 100.000

Business Analyst

Business Analyst
Noir
London
GBP 80.000 - 90.000

Wealth & Asset Management Senior Management Consultant

Wealth & Asset Management Senior Management Consultant
Venquis
City Of London
GBP 60.000 - 80.000

Financial Advisors wanted in Spain

Prestige IFA Jobs
London
EUR 30.000 - 70.000
Jobbeschreibung

Salary: Competitive commission based role EURO / Month

Our client stands as a beacon of sustainability, recognition, and excellence, dedicated to enhancing the lives and financial well-being of their clientele. They seek Investment Advisory Wealth Managers eager to embark on their journey of sustained expansion. Beyond the chance to oversee diverse portfolios, they offer extensive training, ongoing career advancement, and a nurturing environment fostering continuous growth. With a CEO committed to a culture of lifelong learning and professional support, they prioritize fulfilling their employees’ career aspirations.

Rooted in diligence and a commitment to individual success, their culture fosters a prosperous career trajectory. They are a dynamic, growth-oriented enterprise in search of individuals passionate about personal development and keen to evolve alongside them.

Their paramount goal is delivering personalized, independent financial counsel to each client. As a Wealth Manager, you’ll engage with a diverse array of clients, supported by licenses spanning multiple jurisdictions and access to cutting-edge industry tools. Your role encompasses holistic financial management, where you’ll forge enduring client relationships and offer bespoke investment advisory services tailored to their unique needs.

Key Responsibilities:

  1. Cultivate and expand a client base focused on wealth management (B2C).
  2. Provide personalized advisory services to clients, fostering trust and maintaining robust communication channels.
  3. Enhance assets under management by identifying financial needs and opportunities, delivering tailored solutions.
  4. Conduct comprehensive client reviews to discern individual financial requirements and deliver customized wealth management strategies.
  5. Employ a consultative approach to understand clients’ goals and tailor solutions utilizing a diverse range of financial products and services.
  6. Stay abreast of global markets and client dynamics to offer informed advice and product selection.

Required Skills:

  1. Bachelor’s degree or equivalent experience in business, finance, economics, or management.
  2. Strong service orientation, numerical acumen, and attention to detail.
  3. Aspiration for or possession of UK level 4 advisory qualification.
  4. Prior experience with high-net-worth clients preferred but not mandatory.
  5. Familiarity with investment, offshore, fintech, bond, or pension products advantageous.
  6. Integrity, professionalism, and collaborative spirit coupled with a drive for excellence.
  7. Sharp analytical skills and risk assessment capabilities.
  8. Demonstrated track record in financial sales.
  9. Ambition, goal orientation, and resilience.

Company Benefits:

  1. Opportunities for industry-relevant chartered qualifications.
  2. Diverse career paths and advancement prospects.
  3. Potential for geographical mobility.
  4. Competitive commission-based bonuses.
  5. Comprehensive individual and team training programs.
  6. Engaging client and employee events.

Please note: This position would typically suit both experienced and qualified IFA candidates, and those keen on embarking on a career in financial services and wealth management. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client-facing, sales and targets driven profession. Please only apply if you have the required financial services sales aspirations.

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* Der Gehaltsbenchmark wird auf Basis der Zielgehälter bei führenden Unternehmen in der jeweiligen Branche ermittelt und dient Premium-Nutzer:innen als Richtlinie zur Bewertung offener Positionen und als Orientierungshilfe bei Gehaltsverhandlungen. Der Gehaltsbenchmark wird nicht direkt vom Unternehmen angegeben. Er kann deutlich über bzw. unter diesem Wert liegen.

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