Wealth Management Professional: Strategic Advisor
4 days ago
Strategic Partnership Role
We are seeking a strategic advisor to partner with investment and wealth independent financial advisors (IFAs) to build and maintain strong relationships. The successful candidate will have a solid understanding of the investments and wealth management industry, including product, market, and sales knowledge.
Key Objectives
- To establish long-lasting, deep, and meaningful relationships with IFAs.
- To develop and implement strategies to enhance SIC/IFA business relationships.
- To stay up-to-date with product, market, and sales trends.
- To coach and mentor IFAs to improve their business performance.
Requirements
The ideal candidate will possess:
- A strong educational background in Business Management or Investments.
- At least 3-5 years' experience in the financial services industry, preferably in investments.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
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