VANRATH are delighted to be supporting one of our most valued clients with the Recruitment of a Investment Manager to join a prestigious organisation based in Belfast which has a Global Presence.
Salary – Fully Negotiable Depending on Experience + Private Medical + Cash Bonus + Hybrid Working and many more Benefits.
Hours – Mon-Fri – 09:00-17:00 (Flexible Start Times + Hybrid Working)
Key responsibilities of this position will include:
- Managing long-term client relationships;
- Strong demonstrable experience in advising on pensions & retirement planning
- Developing financial plans for existing or prospective clients, providing them with the appropriate financial advice and financial products & investments to meet their needs;
- Develop and implement tailored financial strategies including retirement planning, tax optimisation, and estate planning;
- Stay current with pension legislation and regulatory changes to ensure clients receive accurate and compliant advice;
- Proven experience in generating new business opportunities.
- Pursuing leads and co-ordinating sales effort with company colleagues;
- Develop junior members of the team to ensure the team deliver high standards of professionalism and technical competence.
Key Requirements:
- Relevant Professional Services qualification, or Degree or Masters level in a related area.
- A demonstrable track record of delivering results;
- Excellent verbal and written communication skills;
- Strong influencing; commercial negotiation and presentation skills;
- A proven team player, with a ‘hands-on’ approach to achieving positive outcomes;
- Ability to deal effectively with conflicting requirements, and adapt and respond at short notice;
- A dynamic individual capable of self-motivated, innovative development;
- At least 5 years’ experience in wealth management, in a client facing advice role;
- Excellent administration and IT skills, including a strong understanding of MS Office, Excel and PowerPoint;
- Ability to operate within a compliant framework and adhere to corporate and regulatory quality standards;
- A high level of initiative and enthusiasm with the ability to identify opportunities within the market.
If you feel you meet the key requirements for this role, please reach out to Phil Doherty @VANRATH for a confidential chat or an off site meeting.
INDPD
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Benefits:
Benefits Package Bonus
