Job Description
VANRATH are delighted to be supporting one of our most valued clients with the Recruitment of a Wealth Manager to join a prestigious organisation based in Belfast which has a Global Presence.
Salary - Fully Negotiable Depending on Experience + Private Medical + Cash Bonus + Hybrid Working and many more Benefits.
Hours - Mon-Fri - 09:00-17:00 (Flexible Start Times + Hybrid Working)
Key responsibilities of this position will include:
1. Managing long-term client relationships;
2. Strong demonstrable experience in advising on pensions & retirement planning
3. Developing financial plans for existing or prospective clients, providing them with the appropriate financial advice and financial products & investments to meet their needs;
4. Develop and implement tailored financial strategies including retirement planning, tax optimisation, and estate planning;
5. Stay current with pension legislation and regulatory changes to ensure clients receive accurate and compliant advice;
6. Proven experience in generating new business opportunities.
7. Pursuing leads and co-ordinating sales effort with company colleagues;
8. Develop junior members of the team to ensure the team deliver high standards of professionalism and technical competence.
Key Requirements:
9. Relevant Professional Services qualification, or Degree or Masters level in a related area.
10. A demonstrable track record of delivering results;
11. Excellent verbal and written communication skills;
12. Strong influencing; commercial negotiation and presentation skills;
13. A proven team player, with a 'hands-on' approach to achieving positive outcomes;
14. Ability to deal effectively with conflicting requirements, and adapt and respond at short notice;
15. A dynamic individual capable of self-motivated, innovative development;
16. At least 5 years' experience in wealth management, in a client facing advice role;
17. Excellent administration and IT skills, including a strong understanding of MS Office, Excel and PowerPoint;
18. Ability to operate within a compliant framework and adhere to corporate and regulatory quality standards;
19. A high level of initiative and enthusiasm with the ability to identify opportunities within the market.
INDPD