Wealth Adviser - mbf. : Job Details

Are you a seasoned financial professional seeking an exciting opportunity in the FinTech sector? We have an outstanding position available for a Wealth Adviser with a leading FinTech company. This role presents a unique chance to join a rapidly growing organization that is reshaping the landscape of personal finance.

About the Company:

Our client is a dynamic and innovative FinTech company committed to transforming how individuals and families manage their finances. With a focus on transparency and efficiency, they are revolutionizing the traditional approach to personal finance.

Team Overview:

As a Wealth Adviser, you will be part of a collaborative and forward-thinking team dedicated to providing top-notch financial advice and solutions. You will have the opportunity to work with sophisticated Ultra High Net Worth (UHNW) clients from various industries, contributing to their financial success and well-being.

The Role:

• Develop and maintain strong relationships with clients to understand their financial objectives and life goals.
• Design and implement tailored Financial Life Strategies to meet the unique needs of each client.
• Provide ongoing support and advice to clients, addressing queries and adapting strategies as needed.
• Collaborate with internal teams to leverage technology and innovative solutions to enhance client outcomes.
• Represent the company at exclusive events and engagements, showcasing our commitment to excellence.

Requirements/Technical Skills:

• Chartered certificate and regulated by the FCA to provide financial advice.
• Extensive experience in advising High Net Worth (HNW) and UHNW clients, preferably with 5+ years in the industry.
• Proficiency in tax planning and cash-flow modeling for affluent clientele.

Personal Attributes:

• Warm and personable with excellent relationship-building skills.
• Proactive and solutions-oriented approach to client interactions.
• Detail-oriented with the ability to handle complex client needs.
• Collaborative team player with a passion for innovation.

Benefits:

• Flexible working arrangements to support work-life balance.
• Generous annual leave allowance for personal time off.
• Regular team social events to foster camaraderie and relaxation.
• Support for mental and physical well-being through fitness classes and wellness programs.
• Competitive salary package and opportunities for professional growth.

This is a rare opportunity to join a pioneering FinTech company and play a key role in shaping the future of personal finance. If you are a motivated and experienced financial professional looking for a new challenge, we want to hear from you.