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For Companies At a Glance
- Tasks: Provide tailored financial advice to high net worth clients and build strong relationships.
- Company: Global wealth management firm with a focus on diversity and inclusion.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Extensive experience as a financial planner with strong technical and sales skills.
- Other info: Join a dynamic team committed to excellence and client satisfaction.
The predicted salary is between 36000 - 60000 £ per year.
A global wealth management firm is seeking a Financial Planner to provide tailored advice to high net worth clients in Edinburgh. The ideal candidate should have extensive experience as a financial planner, demonstrate excellent technical knowledge, and have a strong sales focus.
Responsibilities include:
- Understanding clients' financial objectives
- Ensuring compliance with regulations
- Building relationships with clients and advisors
This full-time role supports the growth of a diverse and inclusive team.
Chartered Financial Planner for Wealth Management employer: UBS
Contact Detail:
UBS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner for Wealth Management
✨Tip Number 1
Network like a pro! Get out there and connect with people in the wealth management sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. Building relationships can open doors that a CV just can’t.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers or clients, make sure to highlight your technical knowledge and experience. Share specific examples of how you've helped clients achieve their financial goals – this will set you apart from the competition.
✨Tip Number 3
Be proactive! Don’t wait for job openings to pop up. Reach out directly to firms you admire and express your interest in working with them. A well-crafted email can go a long way in showing your enthusiasm and initiative.
✨Tip Number 4
Apply through our website! We’ve got a dedicated section for job seekers, and applying directly can give you an edge. Plus, it shows you’re serious about joining our diverse and inclusive team. Let’s get you on board!
We think you need these skills to ace Chartered Financial Planner for Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a financial planner, especially any work with high net worth clients. We want to see how your skills align with the role, so don’t hold back on showcasing your technical knowledge and sales achievements!
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 contribute to our diverse team. We love seeing personality, so let your enthusiasm for the role come through.
Showcase Compliance Knowledge: Since compliance is key in this role, make sure to mention any relevant experience or training you have in this area. We need someone who understands the regulations and can navigate them smoothly, so highlight that expertise!
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 the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at UBS
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to wealth management. Be prepared to discuss financial planning strategies, compliance regulations, and how you can tailor advice to high net worth clients. This will show that you’re not just a good talker but also know the ins and outs of the industry.
✨Showcase Your Sales Skills
Since the role has a strong sales focus, think of examples from your past experiences where you successfully built relationships and closed deals. Be ready to explain how you can leverage these skills to grow the client base and contribute to the firm's success.
✨Understand the Firm's Values
Research the global wealth management firm’s mission and values, especially their commitment to diversity and inclusion. During the interview, express how your personal values align with theirs and how you can contribute to fostering an inclusive environment.
✨Prepare Thoughtful Questions
Interviews are a two-way street, so prepare some insightful questions about the firm’s approach to client relationships and team dynamics. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
