At a Glance
- Tasks: Attract high-net-worth individuals and build long-term relationships through responsible financial advice.
- Company: AVA Solutions Investment Management, a trusted leader in investment management since 2014.
- Benefits: Flexible hours, remote work options, and an excellent commission and bonus plan.
- Other info: Opportunity for growth in a fast-paced financial environment.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Degree in finance or related fields, with experience in financial services and client communication.
The predicted salary is between 50000 - 70000 £ per year.
AVA Solutions Investment Management (ASIM) es la sociedad gestora del Grupo AVA. Desde 2014, nuestros clientes han confiado en ASIM para la gestión de 35.000 millones de euros de sus activos. Ofrecemos a nuestros clientes institucionales y privados una amplia gama de soluciones de inversión, operando en los principales mercados financieros «Londres y New York».
Buscamos un Asesor Patrimonial, quien tendrá la misión de realizar la captación de Recursos de Personas Físicas de alto patrimonio para llevarlos a una relación de largo plazo con la empresa, mediante la asesoría responsable en el manejo de clientes, considerando siempre en primer instancia los objetivos y necesidades financieras del cliente, así como su perfil de riesgo, alcanzando y superando las metas establecidas por la compañía.
- Horario flexible
- Trabajo en oficina y remoto
- Excelente plan de comisiones y bonos
Requisitos:
- Licenciatura concluida o en curso en áreas económico-administrativas, financieras o afines.
- Experiencia en servicios financieros, banca o inversión.
- Experiencia en atención a clientes, comunicación efectiva.
- Conocimiento de portafolios, mercado de capitales y productos financieros.
- Habilidad de análisis numérico y orientación a resultados.
Asesor patrimonial employer: AVA SOLUTIONS INVESTMENT MANAGEMENT
AVA Solutions Investment Management is an exceptional employer, offering a dynamic work culture that values flexibility and innovation. With a strong focus on employee growth, we provide comprehensive training and development opportunities, alongside an attractive commission and bonus structure. Located in the vibrant financial hubs of London and New York, our team enjoys a collaborative environment that fosters long-term relationships with high-net-worth clients, making every day rewarding and impactful.
Contact Details:
AVA SOLUTIONS INVESTMENT MANAGEMENT Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Asesor patrimonial
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like AVA SOLUTIONS INVESTMENT MANAGEMENT. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Asesor patrimonial
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to AVA SOLUTIONS INVESTMENT MANAGEMENT.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on AVA SOLUTIONS INVESTMENT MANAGEMENT's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at AVA SOLUTIONS INVESTMENT MANAGEMENT
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with AVA SOLUTIONS INVESTMENT MANAGEMENT.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at AVA SOLUTIONS INVESTMENT MANAGEMENT will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former AVA SOLUTIONS INVESTMENT MANAGEMENT employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
