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For Companies At a Glance
- Tasks: Guide clients in achieving financial goals through tailored investment strategies and regular reviews.
- Company: Join Blevins Franks, a leading wealth management firm expanding across Europe and the UK.
- Benefits: Enjoy full training, a solid salary, bonuses, and the chance to relocate to sunny Cyprus!
- Why this job: Make a real impact on clients' lives while working in a dynamic, supportive environment.
- Qualifications: Five years in financial services and a Level 4 Diploma or equivalent required.
- Other info: Opportunity for professional growth and networking in a vibrant location.
The predicted salary is between 48000 - 72000 £ per year.
Overview
We are looking to hire an experienced Private Client Manager to work from our offices in Cyprus.
As a leading wealth management company specialising in cross-border financial advice and planning, Blevins Franks continues to expand its services across Europe and the UK.
Key responsibilities
- Operate as a retail investment adviser in accordance with the UK Financial Conduct Authority (FCA) rules and guidance, and any other regulatory body deemed appropriate by BFWML.
- Recommend strategies for clients to achieve their financial goals and objectives, including cash flow management, investment planning, estate management, tax and wills.
- Explain and document the services to be provided and the services for which clients are authorised.
- Carry out regular, thorough reviews with existing clients to ensure tailored solutions remain appropriate as times and circumstances change.
- Establish and record clients’ current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information required to develop a financial plan.
- Guide clients in gathering information relevant to financial planning (e.g., bank records, income tax returns, life and disability insurance records, pension plan information, wills).
- Analyse client information and investigate available investment opportunities to determine conformity with the client’s financial plans.
- Determine strategies for meeting clients’ financial objectives and recommend plans best suited to individual requirements.
- Implement financial planning recommendations and prepare/interpret for clients information such as investment performance reports, financial document summaries and income projections.
- Answer clients’ questions about the purposes and details of financial plans and strategies; contact clients periodically to determine if there have been changes in their financial status; review accounts and plans regularly for life changes, economic changes or financial performance that may require reassessment.
- Build and maintain client databases and keep client plans up to date; conduct seminars and workshops on financial planning topics.
- Maintain and extend professional standards by keeping up to date with financial products and legislation; inform clients of new products or changes to legislation that may affect their savings and investments.
- Establish and develop a network of referrals to support ongoing client acquisition; balance referral activities with follow-up, prospecting and administrative tasks.
Qualifications and requirements
- Minimum of five years’ experience in the financial services industry, primarily within the investment advice and wealth management sector.
- A Level 4 Diploma or international equivalent is a prerequisite to be considered for the role; a good understanding of UK financial regulations and holistic financial planning.
- At least Level 4 (Diploma) qualified or international equivalent; experience to operate in line with regulatory standards.
- Understanding of UK regulatory requirements in relation to financial planning and the risks associated with financial planning; knowledge of the tax regime for wealth and estate planning.
- Experience with dealing with clients with investable assets in the range described by the employer (e.g., £1m–£5m).
Personal attributes
- Excellent interpersonal, listening and communication skills
- Relationship builder; accountability to clients
- Determination, flexibility, reliability; continual learner
Candidate package
- Full in-house training provided, during which all reasonable expenses are covered.
- Solid basic salary plus bonus.
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Sales and Other
Industries
- Financial Services, Investment Management, and Banking
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Private Client Manager (Relocate to Cyprus) employer: Blevins Franks
Contact Detail:
Blevins Franks Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Manager (Relocate to Cyprus)
✨Tip Number 1
Familiarise yourself with the UK Financial Conduct Authority (FCA) rules and guidance. Understanding these regulations will not only help you in interviews but also demonstrate your commitment to compliance and professionalism in financial planning.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who have experience in cross-border financial advice. Building relationships can lead to valuable insights and potential referrals that may enhance your application.
✨Tip Number 3
Stay updated on current trends and changes in financial products and legislation. Being knowledgeable about the latest developments will show your dedication to continual learning and your ability to provide informed advice to clients.
✨Tip Number 4
Prepare to discuss specific strategies you've implemented in past roles that align with the responsibilities of a Private Client Manager. Highlighting your practical experience in managing client portfolios and achieving financial goals will set you apart from other candidates.
We think you need these skills to ace Private Client Manager (Relocate to Cyprus)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the financial services industry, particularly in investment advice and wealth management. Emphasise your qualifications, such as your Level 4 Diploma, and any specific achievements that demonstrate your ability to meet clients' financial goals.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of UK financial regulations and your experience with high-net-worth clients. Use specific examples to illustrate how you've successfully managed client relationships and developed tailored financial strategies.
Highlight Relevant Skills: In your application, emphasise key skills such as interpersonal communication, relationship building, and analytical abilities. These are crucial for a Private Client Manager role, so make sure to provide examples of how you've demonstrated these skills in previous positions.
Show Enthusiasm for Relocation: Since this position requires relocation to Cyprus, express your enthusiasm for the move in your application. Mention any previous experiences living or working abroad, and how you plan to adapt to the new environment while continuing to provide excellent service to clients.
How to prepare for a job interview at Blevins Franks
✨Know Your Financial Regulations
Make sure you have a solid understanding of UK financial regulations and the specific requirements for wealth management. Brush up on the FCA rules, as demonstrating your knowledge will show that you're serious about compliance and client care.
✨Prepare Client Scenarios
Think of various client scenarios you might encounter in the role. Be ready to discuss how you would approach their financial planning needs, including investment strategies and risk assessments. This will showcase your practical experience and problem-solving skills.
✨Showcase Your Interpersonal Skills
As a Private Client Manager, building relationships is key. Prepare examples of how you've successfully built rapport with clients in the past. Highlight your communication skills and ability to listen to clients' needs, as this will be crucial in the interview.
✨Demonstrate Continuous Learning
The financial services industry is always evolving, so it's important to show that you're committed to staying updated. Discuss any recent training, certifications, or seminars you've attended that relate to financial planning or investment management.
