Asesor patrimonial in London

Asesor patrimonial in London

London Full-Time 50000 - 70000 £ / year (est.) No working from home possible
AVA SOLUTIONS INVESTMENT MANAGEMENT

At a Glance

  • Tasks: Engage high-net-worth individuals and build long-term relationships through responsible financial advice.
  • Company: AVA Solutions Investment Management, a trusted leader in asset 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, innovative company operating in major financial markets.
  • Why this job: Make a real impact by helping clients achieve their financial goals in a dynamic environment.
  • 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 in London 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 stimulating environment that fosters long-term relationships with high-net-worth clients, making every day rewarding and impactful.

AVA SOLUTIONS INVESTMENT MANAGEMENT

Contact Details:

AVA SOLUTIONS INVESTMENT MANAGEMENT Recruitment Team

We think you need these skills to ace Asesor patrimonial in London

Client Relationship Management
Financial Advisory
High Net Worth Individual (HNWI) Engagement
Risk Assessment
Portfolio Knowledge
Capital Markets Understanding
Financial Products Knowledge