Help affluent families achieve their financial goals by building trust, educating them on personalised investment strategies, and leveraging a supportive team environment. If you're passionate about wealth management and making a difference, this is your chance to excel! Client Details We are a leading wealth management firm renowned for our client-centric approach and proven investment strategies. Our success is built on prioritising client needs and delivering exceptional service. Description * Build Trusting Relationships: Cultivate rapport and act as a trusted advisor for high-net-worth individuals. * Understand Client Needs: Uncover client financial goals, risk tolerance, and investment aspirations through active listening. * Educate & Advise: Present the firm's proven investment strategies tailored to each client's unique situation, effectively translating complex financial concepts. * Drive Sales Growth: Develop and execute sales strategies to acquire new high-net-worth clients, exceeding targets. * Collaborate for Success: Work effectively with internal teams to deliver a seamless client experience, ensuring client satisfaction. Job Offer * Client-First Culture: We prioritise client success above all else, providing unmatched service and a personalised approach to wealth management. Our focus is on building long-term relationships and helping clients achieve their financial goals. * Proven Track Record: Our unique and successful investment strategies have attracted a substantial client base and significant assets under management. Join a firm with a history of delivering results for our clients. * Supportive and Collaborative Environment: We offer a dynamic and entrepreneurial work environment that fosters growth and development. You'll collaborate with experienced professionals and have access to dedicated support teams, allowing you to focus on building strong client relationships.

* Proven Wealth Management Sales Leader: 5+ years of success exceeding sales targets in financial services, with a deep understanding of wealth management products and strategies. * Client-Centric Relationship Builder: Exceptional communication and interpersonal skills to build trust and rapport with high-net-worth individuals. * Financial Expertise & Passion: Strong knowledge of financial concepts, investment strategies, and risk management, with a genuine desire to help clients achieve their goals. * Results-Oriented & Driven: A self-motivated achiever with a strong work ethic and a dedication to exceeding expectations. * Collaborative Team Player: Thrives in a team environment, fostering open communication and working effectively with internal teams to deliver a unified client experience.