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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, and fun team events.
- Why this job: Join a dynamic team and help clients navigate their financial futures.
- Qualifications: Degree in finance or business; strong numerical and analytical skills required.
- Other info: Client-facing role with excellent growth opportunities in Budapest.
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.
FINANCIAL ADVISOR BUDAPEST in London 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 in London
✨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. Building relationships is key to landing that Wealth Manager role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your numerical skills and experience with high net worth clients. Share specific examples of how you've helped clients achieve their financial goals – it’ll make you stand out!
✨Stay Informed
Keep yourself updated on market trends and financial products. This knowledge will not only help you in interviews but also show that you're genuinely interested in the field. Plus, it’ll help you provide better advice to clients once you land the job!
✨Apply Through Us!
Don’t forget to apply through our website! We’re here to help you find the right fit for your skills and ambitions. Plus, we offer loads of resources to support your job search journey.
We think you need these skills to ace FINANCIAL ADVISOR BUDAPEST in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the job description. Highlight your financial expertise and any experience with high net worth clients, as this will catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how you can make a real impact on clients' lives. Keep it personal and engaging.
Showcase Your Skills: Don’t just list your qualifications; demonstrate how your strong numerical skills and attention to detail have helped you in previous roles. We love seeing concrete examples of your achievements!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
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 knowledgeable and ready to provide tailored advice to clients.
✨Demonstrate Relationship Building Skills
Since this role involves managing client relationships, think of examples from your past experiences where you've successfully built rapport with clients. Be prepared to share how you maintain those relationships through regular communication and personalised advice.
✨Stay Updated on Market Trends
Research current market trends and recent changes in regulations that could impact wealth management. Showing that you’re proactive about staying informed will impress the interviewers and demonstrate your commitment to providing the best service to clients.
✨Highlight Your Analytical Skills
Prepare to discuss your numerical skills and data analysis abilities. Think of specific instances where you've used these skills to identify investment opportunities or assess risks, as this is crucial for a Wealth Manager role.
