Robert Walters is a global, specialist professional recruitment consultancy.
"Our story begins in 1985, when our CEO, Robert Walters, opened the first office in Central London. Rob has led the company ever since and has the same passion and commitment today.
Over the last 30 years the business has grown and so has our ambition. We now operate across 2...
The ideal candidate will need to have discipline, sound academic ability, excellent communication skills, and the ability to work within their own personal and professional networks to build up a portfolio of clients who are confident to invest in the services provided.
Responsibilities of the role:
Advise the company's clients on all aspects of offshore financial planning and wealth management.
Adopt a holistic approach in managing long-term relationships with these clients to deliver suitable, independent, and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives in the offshore markets.
Develop and deliver the agreed business targets whilst remaining compliant and meeting clients' needs.
Maintain an effective client base management system to provide excellence in customer service and quality holistic advice.
Key non-negotiable requirements:
Bachelor of Commerce Honours.
Must be a Certified Financial Planner.
Offshore investment and wealth management experience.
Wealth Managers who really want to get stuck into high net worth clients, and specialise in offshore space.
Proven ability to deal with new and existing clients on a fee basis.
A thorough understanding of wealth management practices and processes and the ability to communicate them clearly and effectively.
Technical/product knowledge and effective communication of wide-ranging holistic financial planning strategies & solutions.
Highly motivated, entrepreneurial, and target-driven individuals.
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