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- Tasks: Manage corporate client portfolios and conduct consultations while ensuring compliance.
- Company: Leading Wealth Management Company in Stevenage with a focus on client satisfaction.
- Benefits: Competitive compensation and flexible hybrid working arrangements.
- Why this job: Join a dynamic team and make a real difference in wealth management.
- Qualifications: Level 4 qualification, current SPS, and strong interpersonal skills.
- Other info: Permanent role with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
A leading Wealth Management Company in Stevenage seeks a Corporate Services Consultant to deliver their services while maintaining compliance standards. The role involves managing corporate client portfolios, conducting consultations, and maintaining professional standards.
Ideal candidates should have a Level 4 qualification, current SPS, and strong interpersonal skills. This hybrid position allows for flexibility while ensuring client satisfaction. Competitive compensation is offered for this permanent role.
Hybrid Corporate Services Consultant - Wealth Management in Stevenage employer: Tate
Contact Detail:
Tate Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Corporate Services Consultant - Wealth Management in Stevenage
✨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 hunt for a Corporate Services Consultant role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its services thoroughly, especially their compliance standards. We want you to be able to showcase your knowledge and how your Level 4 qualification and SPS fit perfectly with what they’re looking for.
✨Tip Number 3
Practice your interpersonal skills! Since this role involves managing client portfolios and consultations, we suggest doing mock interviews with friends or family. This will help you feel more confident and articulate when discussing how you can ensure client satisfaction.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to get your application noticed. Plus, we’re always looking for passionate individuals who are ready to make an impact in the wealth management space.
We think you need these skills to ace Hybrid Corporate Services Consultant - Wealth Management in Stevenage
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 qualification and current SPS. We want to see how your skills match the role, so don’t be shy about showcasing your experience in wealth management and corporate services.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our hybrid Corporate Services Consultant role. Share specific examples of how you've maintained compliance standards and delivered client satisfaction in the past.
Show Off Your Interpersonal Skills: Since this role involves managing client portfolios and conducting consultations, we need to see your strong interpersonal skills in action. Whether it’s through your CV or cover letter, give us a glimpse of how you build relationships and communicate effectively.
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 in Stevenage. Plus, it’s super easy!
How to prepare for a job interview at Tate
✨Know Your Stuff
Make sure you’re well-versed in wealth management and corporate services. Brush up on compliance standards and regulations relevant to the role. This will not only show your expertise but also your commitment to maintaining professional standards.
✨Showcase Your Interpersonal Skills
Since this role involves managing client portfolios and conducting consultations, be ready to demonstrate your strong interpersonal skills. Prepare examples of how you've successfully built relationships with clients or resolved conflicts in the past.
✨Flexibility is Key
As this is a hybrid position, highlight your ability to work both independently and collaboratively. Share experiences where you’ve thrived in flexible working environments, ensuring client satisfaction while managing your time effectively.
✨Prepare Questions
Have a few thoughtful questions ready for your interviewers. This shows your genuine interest in the company and the role. Ask about their approach to client satisfaction or how they support their consultants in maintaining compliance standards.
