Wealth Manager

Sobre a vaga

Blacktower Financial Management Group are a highly reputable organisation with 35 years trading experience. We specialise in helping expat professionals, and provide global financial solutions for those with a global lifestyle. We pride ourselves on the quality of advice delivered by highly qualified and exceptional individuals.

What makes them different?

Not all international financial planning firms are the same, and we try to do things differently. Their principle objective is to be the most trusted and client centric financial practitioner in the international market.

REQUIREMENTS :

• This position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates
• Proven working experience as a Financial adviser
• Excellent in communication and client-relationship skills
• Develop, lead and manage the sales organization to advise on financial products and solutions.
• Provide the vision, inspiration and leadership necessary to drive commercial success
• Organizational and will have time management skills
• Will have the capability to build rapport with people from multiple nationalities, jobs and industries
• Will have the capacity to adapt to a fast-paced environment
• Focused approach to build business

RESPONSIBILITIES:

• Provide strategic advice across a variety of financial products and services
• Assess client’s overall financial picture, understand their needs and develop a solid financial plan
• Guide clients towards a profitable and secure financial decision
• Keep abreast of new industry’s trends and research market to back up financial consulting
• Oversee the course of the financial plan and update it, if necessary, to ensure profits
• Comply with all industry rules and regulations

ADVISER PACKAGE:

• Competitive Commission Structure
• Incentive on Transferal of Existing Assets Under Management
• Initial Retainer/Financial Support for the right candidate

UNIQUE SELLING POINTS:

• Exclusive partnership with leading discretionary fund manager with excellent track record and leading central investment proposition.
• Global licensing footprint, allowing our qualified advisors to operate directly and work with new and existing clients across regions such as UK, EU, USA, Canada, Switzerland and UAE. Aggressive but sensible expansion across other regions will offer the right individuals unrivalled career development prospect.
• Advisor buyout plan
• Clients rate this IFA company highly on review platforms such as Trustpilot

Please note: This position would typically suit experienced and CISI / CII qualified UK investment advisory candidates as most of the consumers served by my client are typical EU and UK expatriates. This position is NOT for someone from the accounting / auditing or financial management profession.