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- Tasks: Provide expert wealth management advice to high-net-worth clients.
- Company: Fast-growing wealth management firm in Oxfordshire and London.
- Benefits: Competitive salary, flexible working, and potential equity participation.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Level 4 or 6 qualifications and experience in HNW/UHNW advising.
- Other info: Enjoy a hybrid work model with great career advancement opportunities.
The predicted salary is between 43200 - 72000 £ per year.
A fast-growing wealth management firm in Oxfordshire and London is seeking a Financial Adviser / Wealth Manager. The role involves providing comprehensive wealth management advice, including investment and financial planning, to high-net-worth clients.
Candidates should possess Level 4 or 6 qualifications and have experience advising clients in the HNW/UHNW sector. There is the potential for equity participation after a performance period, with a competitive salary and benefits. Flexible working arrangements are also offered.
Wealth Manager & Financial Advisor — HNW, Hybrid & Equity in Banbury employer: J&T Business Consulting
Contact Detail:
J&T Business Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Manager & Financial Advisor — HNW, Hybrid & Equity in Banbury
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. Personal referrals can make a huge difference in landing that dream role.
✨Tip Number 2
Showcase your expertise! Prepare a portfolio or case studies that highlight your experience with high-net-worth clients. This will help you stand out during interviews and demonstrate your value to potential employers.
✨Tip Number 3
Stay updated on industry trends! Subscribe to financial news and join relevant online forums. Being knowledgeable about the latest market developments will impress interviewers and show that you're passionate about the field.
✨Tip Number 4
Apply through our website! We’ve got some fantastic opportunities waiting for you, and applying directly can give you an edge. Plus, it’s super easy to navigate and keeps everything in one place.
We think you need these skills to ace Wealth Manager & Financial Advisor — HNW, Hybrid & Equity in Banbury
Some tips for your application 🫡
Show Off Your Qualifications: Make sure to highlight your Level 4 or 6 qualifications right at the start. We want to see that you’ve got the credentials to back up your experience in the HNW/UHNW sector.
Tailor Your Experience: When detailing your past roles, focus on your experience advising high-net-worth clients. We’re looking for specific examples of how you’ve provided comprehensive wealth management advice.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and make it easy for us to see why you’re a great fit for the role.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity.
How to prepare for a job interview at J&T Business Consulting
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and financial planning. Understand the specific needs of high-net-worth clients and be ready to discuss how your qualifications and experience align with those needs.
✨Showcase Your Experience
Prepare to share specific examples from your past roles where you've successfully advised HNW/UHNW clients. Highlight your achievements and how they relate to the responsibilities of the role you're applying for.
✨Ask Insightful Questions
Demonstrate your interest in the firm by preparing thoughtful questions about their approach to wealth management, client relationships, and the potential for equity participation. This shows that you're not just interested in the job, but also in the company's future.
✨Be Yourself
While professionalism is key, don’t forget to let your personality shine through. The firm is looking for someone who fits well within their culture, so being genuine can help you stand out as a candidate.
