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- Tasks: Build strong relationships with high net worth clients and provide market insights.
- Company: Boutique financial firm focused on innovation and collaboration.
- Benefits: Inclusive culture, professional growth, and a supportive work environment.
- Other info: Commitment to diversity and inclusion, with opportunities for personal growth.
- Why this job: Join a dynamic team and make a real impact in the financial services sector.
- Qualifications: Experience in CFD or Financial Spread Bet client relationships is essential.
The predicted salary is between 50000 - 70000 £ per year.
Alvar Financial Services is a boutique firm offering a variety of investment and trading services through its business lines - Equity Markets for professional and institutional clients, Research Services and Electronic Global Retail Platform for private clients. Our small community and flat structure empowers our people to grow and create unconstrained ideas within their field of expertise, driving innovation and mastery in their work. We all work together as one to achieve our vision of being a trusted partner to our clients, providing unrivalled insights and a collaborative high touch service.
Role Responsibilities:
- Develop close working relationships with CFD and Financial Spread Bet clients with a focus on High Net Worth (HNW) individuals.
- Providing insight on market sentiment, idea generation, execution quality, trading flows and price changes.
- Source new HNW and other suitable clients to grow the franchise.
- Monitor trading to ensure best execution at all times using all available venues.
- Develop and maintain good working relationships with brokers, ensuring highest standard of professionalism and service.
- Undertake market-related researching including knowledge of all relevant regulatory, technical and compliance issues.
- Monitor, and report any suspicious client activity to Compliance department.
The ideal candidate disposes of:
- Strong existing CFD or Financial Spread Bet client relationships, firm requirement.
- Previous experience within the financial services sector is essential.
- Able to work collaboratively within the firm, as well as independently.
- Good interpersonal and communication skills both verbally and written.
- Strong attention to detail and accuracy.
- Able to prioritise in a fast moving and constantly changing environment.
This role is regulated under the FCA’s Senior Managers and Certification Regime.
Commitment To Diversity
At Alvar Financial Services we believe that every voice matters. We strive to create a mindful and respectful environment where everyone can bring their authentic self to work, and experience a culture that is free of harassment, racism, and discrimination. That’s why we are committed to diversity and inclusion in the workplace and are a proud equal opportunity employer. We prohibit discrimination and harassment of any kind based on race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any other characteristic protected by law. This policy applies to all employment practices within our organisation, including, but not limited to, hiring, recruiting, promotion, termination, layoff, and leave of absence. Alvar Financial Services is also committed to providing reasonable accommodations in our job application procedures for individuals with disabilities. Please inform our HR Team via email hr@alvarfinancial.com if you need any assistance completing any forms or to otherwise participate in the application process.
CFD Sales, High Net Worth in London employer: Alvar
Contact Detail:
Alvar Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CFD Sales, High Net Worth in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, and don’t be shy about reaching out to potential clients or colleagues. Building relationships is key, especially when targeting High Net Worth individuals.
✨Show Off Your Expertise
When you get the chance to chat with potential clients or during interviews, make sure to showcase your knowledge of CFD and Financial Spread Betting. Share insights on market trends and demonstrate how you can add value to their trading experience.
✨Follow Up Like a Boss
After any meeting or networking event, send a quick follow-up message. It shows you're keen and professional. Plus, it keeps you on their radar, which is crucial for landing those high-value clients.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our firm.
We think you need these skills to ace CFD Sales, High Net Worth in London
Some tips for your application 🫡
Show Your Passion for Finance: When writing your application, let your enthusiasm for the financial services sector shine through. We want to see that you’re not just looking for a job, but that you genuinely care about helping clients navigate their investment journeys.
Highlight Relevant Experience: Make sure to emphasise any previous experience you have with CFD or Financial Spread Bet clients. We’re looking for candidates who can hit the ground running, so don’t be shy about showcasing your existing relationships and successes in this area.
Be Clear and Concise: In your written application, clarity is key. Use straightforward language and avoid jargon where possible. We appreciate well-structured applications that get straight to the point while still reflecting your personality.
Tailor Your Application: Take the time to customise your application for us. Mention specific aspects of our firm that resonate with you and how you can contribute to our vision. This shows that you’ve done your homework and are genuinely interested in being part of our team.
How to prepare for a job interview at Alvar
✨Know Your CFDs Inside Out
Make sure you brush up on your knowledge of Contracts for Difference (CFDs) and Financial Spread Bets. Understand the latest market trends, execution quality, and trading flows. This will not only help you answer technical questions but also show your passion for the industry.
✨Build Rapport with Your Interviewers
Since this role involves developing close relationships with clients, demonstrate your interpersonal skills during the interview. Engage with your interviewers, ask insightful questions, and show genuine interest in their experiences at Alvar Financial Services.
✨Showcase Your Client Relationship Skills
Prepare examples from your past experiences where you've successfully managed client relationships, especially with High Net Worth individuals. Highlight how you’ve provided insights or solutions that added value to your clients, as this aligns perfectly with the role's responsibilities.
✨Be Ready for Compliance Questions
Given the regulatory nature of the role, be prepared to discuss compliance issues and how you’ve navigated them in previous positions. Familiarise yourself with FCA regulations and be ready to explain how you ensure best execution and monitor suspicious activities.