Senior Wealth Management Specialist
2 days ago
Role Overview:
Hebden Consulting is a pioneering Independent Financial Advisory firm seeking a Wealth Manager to enhance their global team.
Key Responsibilities:
- Client Relationship Management: Develop and maintain strong client relationships by understanding their financial objectives, risk tolerance, and investment preferences.
- Financial Planning: Create personalized financial plans covering retirement, tax, estate planning, and more.
- Investment Strategy: Design and implement tailored investment strategies using Hebden Consulting’s wide range of financial products and services.
- Market Analysis: Stay updated with global financial markets, economic trends, and investment opportunities to provide informed advice.
- Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.
- Compliance: Ensure all advisory activities comply with regulatory standards and company policies.
- Collaboration: Work closely with internal teams to deliver comprehensive wealth management solutions.
Qualifications:
We are looking for a highly skilled and experienced Wealth Manager with:
- Education: A Bachelor’s degree in Finance, Economics, Business Administration, or a related field. A Master’s degree or professional certifications (e.g., DipFa, CFA, CFP) is also required.
- Experience: 5-7 years of experience in wealth management with a transferable international client base.
- Skills:
- Strong analytical and quantitative skills.
- Excellent communication and interpersonal skills.
- Proven ability to build and maintain relationships with affluent clients.
- Proficiency in using financial planning and portfolio management tools.
- Ability to work independently and as part of a team.
- Knowledge: In-depth understanding of financial markets, investment products, and regulatory requirements in international markets.
- Language: Fluency in English is required.
What Hebden Consulting Offers:
We provide a competitive package with attractive income retention, comprehensive benefits, opportunities for professional growth and development, a collaborative and innovative work environment, and access to cutting-edge digital tools and platforms.
Successful candidates will have a strong drive to convert opportunities into consistent revenue, ensuring mutual growth and satisfaction for both themselves and their clients.
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