Regional Wealth Adviser Manager in London
Regional Wealth Adviser Manager

Regional Wealth Adviser Manager in London

London Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Build relationships with adviser firms and drive business growth in Wealth Management.
  • Company: Leading financial services provider in the UK with a supportive culture.
  • Benefits: Competitive salary, benefits package, and inclusive work environment.
  • Why this job: Join a dynamic team and make a real impact in financial services.
  • Qualifications: Experience in financial services sales and strong relationship-building skills.
  • Other info: Opportunity for career advancement in a thriving industry.

The predicted salary is between 43200 - 72000 £ per year.

A leading financial services provider in the UK is seeking a Regional Account Manager to enhance business growth within their Wealth Management function. This role involves building strong relationships with professional adviser firms and achieving sales targets.

The ideal candidate will have a background in financial services sales, possess strong relationship-building skills, and familiarity with CRM systems like Salesforce.

This position offers a competitive salary and benefits package, fostering a supportive and inclusive work environment.

Regional Wealth Adviser Manager in London employer: 55 Redefined Ltd

As a leading financial services provider in the UK, we pride ourselves on being an excellent employer that champions professional growth and development. Our supportive and inclusive work culture encourages collaboration and innovation, while our competitive salary and benefits package ensures that our employees feel valued and motivated. Join us to build meaningful relationships within the Wealth Management sector and thrive in a dynamic environment that prioritises your success.
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Contact Detail:

55 Redefined Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Regional Wealth Adviser Manager in London

✨Tip Number 1

Network like a pro! Get out there and connect with professionals in the financial services sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. Building those relationships can open doors to opportunities that aren’t even advertised.

✨Tip Number 2

Showcase your skills! When you get the chance to meet potential employers or clients, make sure to highlight your experience with CRM systems like Salesforce. Share specific examples of how you've used these tools to drive sales and build relationships. It’s all about demonstrating your value!

✨Tip Number 3

Prepare for interviews by researching the company and its culture. Understand their approach to wealth management and think about how your background aligns with their goals. This will help you tailor your responses and show them you’re genuinely interested in being part of their team.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you land that Regional Wealth Adviser Manager role. Plus, applying directly can sometimes give you an edge over other candidates. So, what are you waiting for? Get your application in!

We think you need these skills to ace Regional Wealth Adviser Manager in London

Relationship-Building Skills
Sales Skills
Financial Services Knowledge
CRM Systems (Salesforce)
Business Growth Strategies
Target Achievement
Communication Skills
Networking Skills
Client Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in financial services sales and relationship-building. We want to see how your background aligns with the role of Regional Wealth Adviser Manager, so don’t be shy about showcasing your relevant skills!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and how you can contribute to our team. We love seeing genuine enthusiasm, so let your personality come through!

Showcase Your CRM Skills: Since familiarity with CRM systems like Salesforce is key for this role, make sure to mention any relevant experience you have. We want to know how you’ve used these tools to enhance your sales processes and build relationships.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and you’ll be set!

How to prepare for a job interview at 55 Redefined Ltd

✨Know Your Financial Services Inside Out

Make sure you brush up on your knowledge of financial services, especially in wealth management. Understand the latest trends and regulations in the industry, as this will show your potential employer that you're not just familiar with the basics but are genuinely passionate about the field.

✨Build Rapport with Relationship Skills

Since the role focuses heavily on relationship-building, practice how you can establish rapport quickly. Think of examples from your past experiences where you've successfully built relationships with clients or colleagues, and be ready to share these during the interview.

✨Familiarise Yourself with CRM Systems

As familiarity with CRM systems like Salesforce is crucial, take some time to explore these platforms if you haven't already. Be prepared to discuss how you've used such systems in previous roles to manage client relationships and track sales performance.

✨Prepare for Sales Target Discussions

Since achieving sales targets is a key part of the job, come equipped with specific examples of how you've met or exceeded targets in the past. Use metrics and figures to illustrate your success, as this will demonstrate your capability and drive to achieve results.

Regional Wealth Adviser Manager in London
55 Redefined Ltd
Location: London
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  • Regional Wealth Adviser Manager in London

    London
    Full-Time
    43200 - 72000 £ / year (est.)
  • 5

    55 Redefined Ltd

    50-100
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