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- Tasks: Provide expert wealth management advice to high-net-worth clients across London and Oxfordshire.
- Company: Dynamic wealth management firm in Greater London with a focus on client success.
- Benefits: Competitive salary, flexible work-from-home options, and potential equity opportunities.
- Why this job: Join a leading firm and make a real difference in clients' financial futures.
- Qualifications: Level 4 or 6 CII qualifications and experience with high-net-worth clients.
The predicted salary is between 43200 - 72000 £ per year.
A wealth management firm in Greater London is seeking a Financial Adviser / Wealth Manager to provide comprehensive wealth management advice. This role includes client meetings across Oxfordshire and London, with work-from-home flexibility post-probation.
Candidates should hold Level 4 or 6 CII qualifications and have experience advising high-net-worth clients with substantial investable assets.
A competitive salary and benefits are offered, along with potential equity opportunities based on performance.
Hybrid Wealth Manager for HNW Clients | Equity Path in London employer: J&T Business Consulting
Contact Detail:
J&T Business Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Wealth Manager for HNW Clients | Equity Path in London
✨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. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those client meetings! Brush up on your knowledge of high-net-worth clients and their unique needs. Show that you understand their world and can provide tailored advice that resonates with them.
✨Tip Number 3
Practice your pitch! Whether it's a formal interview or a casual chat, be ready to articulate your value as a Wealth Manager. Highlight your qualifications and experience with substantial investable assets to stand out.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to showcase your skills and experience directly to us. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Hybrid Wealth Manager for HNW Clients | Equity Path in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience with high-net-worth clients. We want to see how your skills align with the role, so don’t be shy about showcasing your Level 4 or 6 CII qualifications!
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 your background makes you the perfect fit for our team. Keep it engaging and personal!
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your ability to manage substantial investable assets. Numbers speak volumes, so include any relevant metrics or success stories!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Don’t miss out!
How to prepare for a job interview at J&T Business Consulting
✨Know Your Stuff
Make sure you’re well-versed in wealth management principles and the specific needs of high-net-worth clients. Brush up on your Level 4 or 6 CII qualifications and be ready to discuss how your experience aligns with the role.
✨Showcase Your Client Skills
Prepare examples of how you've successfully advised high-net-worth clients in the past. Highlight your ability to build relationships and tailor advice to meet their unique financial goals.
✨Flexibility is Key
Since this role offers work-from-home flexibility, be prepared to discuss how you manage your time and maintain productivity while working remotely. Share any tools or strategies you use to stay organised.
✨Ask Insightful Questions
Demonstrate your interest in the firm by asking thoughtful questions about their approach to wealth management and client engagement. This shows you’re not just looking for a job, but are genuinely interested in contributing to their success.
