Private Wealth Specialist
As a Private Wealth Manager, you will be the linchpin in providing discerning individuals with exceptional wealth management services in the offshore space.
Your primary responsibilities include lead generation, and effective networking, conducting detailed financial analysis; creating bespoke, well crafted portfolios to expats across the world.
High levels of professionalism, attention to detail, confidentiality, and excellent judgement.
Proven ability to meet sales targets and build and maintain client-base.
Continuous learning and development in financial services.
Essential Qualifications: CISI Level IV Or similar applicable industry-relevant qualification
Experience: Fluent English-speaker
Minimum 5 years experience in the financial services industry
