Wealth Manager

Wealth Manager

Location: Birmingham

Basic: £60,000

Additional benefits:

With earnings of up to £300,000 from a salary of £60,000, this role is well worth looking at. There is also an extensive benefits package

Are you a dynamic, target focussed, highly qualified financial sales specialist? Our international client is looking for a high calibre person to join their vibrant team

Is this you?

If you are not afraid of hard work, and would love to reap the rewards it brings, then this global forward-thinking company, is the one for you.  With a high-net-worth client bank and full admin support provided, and where the top earner earns in excess of £750,000, what are you waiting for?

Does this describe you?

  • A proven track record of success in selling to high-net-worth clients, and closing new investment business
  • Level 4 qualified Financial Adviser
  • Experienced in selling to high-net-worth individuals
  • Highly customer focused, with analytical thinking, highly developed interpersonal skills and an eagerness to build strong client relationships
  • Self-motivated, sales/goal orientated and highly competitive
  • Driven, self-organised and able to sustain effective activity levels
  • Professional, proactive, and a positive attitude with an ability to multi-task

Your role

  • Working with Wealth clients and really enjoying new business opportunities
  • Qualifying provided leads and having face to face appointments
  • Creating and building strong client relationships, and gathering assets via phone or face-to-face meetings
  • Pro-actively seeking and identifying new business opportunities, with a key focus on AUM growth

This really is a fantastic opportunity for an ambitious, dynamic and motivated individual!

You will be joining an exciting and growing organisation with a competitive remuneration and an excellent benefits package, along with a driven and client focused working environment

Interested?

To apply for this role, please use My Application, or alternatively, email your CV to pam@truestartalent.co.uk

Truestar Talent actively supports your career and our clients, specialising in recruiting for financial services industry

Passionate in finding the right long term happy homes, it’s about matching like-minded people to the right cultures

With a 95% success rate, we are fervent about creating great candidate experiences and championing quality clients in our industry

We are personally interested in you

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