Investment Manager
4 days ago
The role of the Wealth Planner/Specialist is to acquire new high and ultra-high net wealth clients for Warwick through signing the client's lump sum investments to Warwick's suite of local and offshore investment products, as well as offering and cross-selling Warwick's other complementary product offerings.
Wealth Planners must be able to prospect and source private clients through Warwick's Independent Financial Advisors (IFAs), as well as through direct business, thereby increasing Warwick's Assets Under Management (AUM) and establishing and growing the Wealth Planner's client book.
This position focuses on two key areas: new private client business acquisition and high-quality client servicing and relationship management.
Wealth Planners with a unique and/or established lead and client source will be particularly successful in their attainment of AUM in Warwick's target and performance-driven environment.
A motivated, driven, organized, and accountable investment advisory and planning professional is required to operate in a sales-oriented business while always acting ethically and compliantly toward all private clients.
Applicants are required to have a relevant FSCA recognized qualification as well as meeting all Fit and Proper requirements, thus allowing them to be added to Warwick's FSP license.
Candidates with existing investment client books will be advantageous.
Remuneration consists of a market competitive basic salary, up to 80% of investment annuity based on deliverable achievement, as well as 50% of upfronts.
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