Global Wealth Manager - Grow AUM & Expat Clients

Prestige IFA Jobs; United States; À distance; USD 120 000 - 200 000; Plein temps

Résumé du poste

Prestige IFA Jobs is assisting a client to hire experienced Wealth Managers to serve expatriate clients across Europe and beyond. The role focuses on advising on medium- to long-term financial strategies, including investment planning, retirement solutions, and wealth structuring.

Ideal candidates bring a minimum of three years in UK wealth management or financial advisory, a client book or AUM preferred, and a track record in sales-driven, client-facing roles.

Qualifications

• Experience serving expatriate clients and advising on wealth strategies.
• Proven track record in sales-driven financial advisory roles.
• Strong communication and relationship-building skills.

Responsabilités

• Build and manage a portfolio of expatriate clients.
• Provide tailored financial planning and investment advice.
• Develop long-term strategies covering wealth management and retirement planning.
• Actively grow your client base through networking and referrals.
• Maintain high professional standards in line with UK advisory expectations.

Connaissances

Expatriate client focus

Sales-driven mindset

Client relationship building

English fluency

Formation

CISI / CII Level 4 or equivalent

Description du poste

Prestige IFA Jobs is assisting a client to hire experienced Wealth Managers to serve expatriate clients across Europe and beyond. The role focuses on advising on medium- to long-term financial strategies, including investment planning, retirement solutions, and wealth structuring.

Ideal candidates bring a minimum of three years in UK wealth management or financial advisory, a client book or AUM preferred, and a track record in sales-driven, client-facing roles.