Charter Financial Planner

Charter Financial Planner




Charter Financial Planner

Detalles de la oferta

What the role involves: - Working closely with a desginated group of investment Managers to provide full wealth planning services to a group of clients with an emphasis on regulated products.

- Structuring clients affairs in the most efficient way in order to achieve established medium and long term goals.

- Developing and maintaining client relationships and providing financial advice within the regulatory framework.

- Identifying, developing and securing new client relationships through referrals and leveraging the company's internal network.

- Devising and implementing a client acquisition strategy in conjuction with the Team Manager.

- Meeting the required commercial revenue targets.

Experience required for this position:

- Specific subject matter experience in the area of complex financial planning solutions for high net worth clients.

- Experience in estate planning, retirement planning and wealth structuring.

- The ability to influence senior business stakeholders internally and high net worth centres of influence externally.

- Appropriate technical/product knowledge of life assurance, pensions and investment advisory and a solid understanding of the current taxation system.

- Detailed knowledge of the regulatory requirements and an overall understanding of the business impact of the regulatory environment.

- Understanding the risks associated with investment products, in particular, the relationship between customer attitudes to risk and the suitability of financial products recommended.

For more information, please apply now.

Fuente: Bebee2


  • Otros / Otros


Ofertas Relacionadas

Research associate - library team

Evalueserve is a global professional services provider offering research, analytics, and data management services. We’re powered by mind+machine – a unique...

Desde Evalueserve S.A. - Capital Federal

Publicado hace un mes


La Municipalidad de Tres de Febrero incorporará un/a Médico/a Psiquiatra para asesorar al equipo de la Junta Médica Municipal. Requisitos Mínimos: Perfil:...

Desde Municipalidad De Tres De Febrero - GBA Oeste

Publicado hace un mes

Business systems analyst ii

Buenos Aires, Buenos Aires Our Business Systems Analysists are responsible of Billing cycles, suporting Billing applications and being point of contact with...

Capital Federal

Publicado hace un mes

Chef de rang

Neuquén, Neuquén Lieu(x) de travail : Hilton Garden Inn Neuquen, Argentina Doctor Ramon, Esquina Avenida Neuquen 8300 Un chef de rang doit servir les...


Publicado hace un mes