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Investment Consultant - Wealth Management, London
- UK - London
- £50000 - £55000 per annum
- Full-Time Permanent
- Banking - Private Banking / Broking
- Hays Banking
- 28-11-08
Job Description
-Generate revenue streams via regulated products to existing clients.
- Actively contact and meet with clients to cross-sell Wealth Management products. Source new clients through referrals and networking.
- Delivery of the financial plan and achievement of the business objectives and targets.
- Proactively work with other Investment Consultants / Wealth Advisers, Relationship Managers, Personal Bankers and all lead generators to drive sales
- Managing a small existing client base rather than a focus on building the portfolio, so we are open to junior level Investment Consultants
Ensure all sales are delivered to Customers are in a fully compliant manner and adhere to the principles of TCF.
Achieving success within the role will bring performance related financial rewards and will provide great career progression!
Benefits
- up to £45K depending on experience
- Working for one of the best financial institutions in the world
- Pension
- Bonus
- Fantastic career opportunities within the group
- Financial discounts on all products & services Apply today!
Skills
- FPC/IMC etc. qualified and has experience in protection and investments
- Success in an regulated sales environment within a financial services organisation
- Broad based knowledge of financial products and services, financial markets and economic environments
- Negotiation/influencing skills
- Presentation skills
- Networking
- Actively contact and meet with clients to cross-sell Wealth Management products. Source new clients through referrals and networking.
- Delivery of the financial plan and achievement of the business objectives and targets.
- Proactively work with other Investment Consultants / Wealth Advisers, Relationship Managers, Personal Bankers and all lead generators to drive sales
- Managing a small existing client base rather than a focus on building the portfolio, so we are open to junior level Investment Consultants
Ensure all sales are delivered to Customers are in a fully compliant manner and adhere to the principles of TCF.
Achieving success within the role will bring performance related financial rewards and will provide great career progression!
Benefits
- up to £45K depending on experience
- Working for one of the best financial institutions in the world
- Pension
- Bonus
- Fantastic career opportunities within the group
- Financial discounts on all products & services Apply today!
Skills
- FPC/IMC etc. qualified and has experience in protection and investments
- Success in an regulated sales environment within a financial services organisation
- Broad based knowledge of financial products and services, financial markets and economic environments
- Negotiation/influencing skills
- Presentation skills
- Networking
- Michael Reichel
- 00185416
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