Wealth Manager - Europe

Overview

This firm is a pioneering, independent financial advisory consultancy, dedicated to safeguarding the financial futures of its clients. Established by UK-qualified financial advisers, it operates with vibrant energy and an innovative approach in the offshore marketplace.

The firm aims to equip its Wealth Managers with the essential skills and knowledge to excel, supported by a robust selection process to maintain high standards. Team members are encouraged to acquire the knowledge and expertise necessary for providing top-tier financial planning and wealth management services to expatriates globally.

Position

Wealth Manager

Location : Europe - Remote Working

Education : Level 4 qualification UK or Equivalent

Responsibilities

• Engage directly with clients to assess and advise on medium to long-term financial objectives.
• Provide tailored advice based on clients’ nationality and location, covering areas such as Lump Sum Investing, Retirement Planning, Education Funding, Life Insurance, and Estate & Inheritance Tax Planning.
• Collaborate with marketing, coordination, and paraplanning teams to facilitate daily client interactions.
• Uphold high standards of compliance and professional conduct; participate in ongoing training to meet client and company expectations.
• Gain access to and use a bespoke in-house CRM system developed for Wealth Managers.

Qualifications & Requirements

Benefits & Opportunities

Notes

The content describes the role and expectations; all statements are aligned with the original information provided.

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