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- Tasks: Manage client portfolios and provide tailored financial advice to help them achieve their goals.
- Company: A sustainable investment advisory firm focused on making a real impact.
- Benefits: Career progression, industry qualifications, clear bonus structure, and fun team events.
- Why this job: Join a dynamic team and help clients navigate their financial futures while growing your career.
- Qualifications: Degree in finance or business, strong numerical skills, and a passion for client service.
- Other info: Ideal for motivated individuals looking to make a difference in wealth management.
The predicted salary is between 36000 - 60000 £ per year.
Our client is looking for an Investment Advisory Wealth Manager to join their team. They are a company that values sustainability, recognition, and making a real impact on people\’s lives and wallets. They offer training, career progression, and the opportunity to grow with the business.
The company delivers personalized, independent financial advice to each client. As a Wealth Manager, you will help individual clients navigate their finances, build solid relationships, and craft custom strategies using various financial products and services.
Key Responsibilities
- Grow and manage a portfolio of wealth management clients.
- Keep client relationships strong with personalized advice and regular chats.
- Help grow assets under management (AUM) by spotting financial needs and suggesting solutions.
- Conduct client reviews to understand their needs and offer tailored wealth management.
- Provide solutions that fit clients\’ needs, keeping them informed and satisfied.
- Stay up-to-date with market trends and clients\’ situations to make informed decisions on products and services.
- Offer advice on various financial products, including Lump Sum Investments and Global Funds.
- Stay current with industry rules and regulations.
Requirements
- A degree or significant experience in business, finance, or management.
- Strong numerical skills, attention to detail, and data analysis abilities.
- UK level 4 advisory qualified or willing to obtain the qualification.
- Experience working with high net worth clients is desirable but not essential.
- Knowledge of investments, bonds, or pensions is required.
- Trustworthy, professional, and a team player with a focus on excellent service.
- Able to identify risks and spot good investment opportunities.
- Sales skills are a plus.
- Goal-oriented and motivated to achieve results.
Benefits
- Industry-level qualifications to enhance your career.
- Multiple career options and opportunities for growth.
- A clear bonus structure to motivate you.
- Training and development opportunities for you and your team.
- Fun events for you and your clients.
Please note that this position is suitable for experienced and qualified IFA candidates with residence and experience in Budapest. It is a client-facing, sales, and targets-driven profession.
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FINANCIAL ADVISOR BUDAPEST employer: International Financial Advisor Jobs
Contact Detail:
International Financial Advisor Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land FINANCIAL ADVISOR BUDAPEST
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance industry. Attend events, join online forums, and don’t be shy about reaching out to potential clients or colleagues on LinkedIn. Building relationships is key in wealth management!
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge of financial products and market trends. Whether it’s a blog post or a video, sharing your insights can attract clients and demonstrate your value as a Wealth Manager.
✨Tip Number 3
Practice your pitch! You’ll need to communicate your ideas clearly and confidently. Role-play with friends or family to refine your approach. The better you can explain complex financial concepts, the more trust you’ll build with potential clients.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly shows your enthusiasm for the role and gives you a better chance of standing out from the crowd.
We think you need these skills to ace FINANCIAL ADVISOR BUDAPEST
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the role of a Financial Advisor. Highlight any relevant qualifications, especially in finance or business, and showcase your ability to build strong client relationships.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for helping clients navigate their finances and how you can contribute to the company's mission of making a real impact. Be personal and engaging!
Showcase Your Numerical Skills: Since this role requires strong numerical skills, don’t shy away from mentioning any relevant experience or achievements in data analysis or financial management. We want to see how you can spot good investment opportunities!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at International Financial Advisor Jobs
✨Know Your Financial Products
Make sure you brush up on various financial products like Lump Sum Investments and Global Funds. Being able to discuss these confidently will show your potential employer that you're ready to provide tailored advice to clients.
✨Showcase Your Relationship-Building Skills
Since this role involves managing client relationships, prepare examples of how you've successfully built rapport with clients in the past. Highlight your ability to listen and adapt to their needs, as this is crucial for a Wealth Manager.
✨Stay Updated on Market Trends
Demonstrate your knowledge of current market trends and how they impact investment strategies. Bring insights to the interview about recent changes in the financial landscape, which will show your commitment to staying informed.
✨Prepare for Scenario Questions
Expect scenario-based questions where you'll need to demonstrate your problem-solving skills. Think of situations where you've identified financial needs and suggested solutions, as this will highlight your analytical abilities and client-focused approach.
