Junior Business Manager supporting the analysis and structuring of cross - border pension funds at enovetic global sa. Collaborating with management on regulatory and legal issues along with project involvement.
About the role
- Wealth Manager role for managing investment needs and delivering holistic wealth plans for private banking clients. Requires collaboration and client interaction with a focus on sustainable growth and risk management.
Responsibilities
- Manage the investment needs of private banking clients.
- Develop and deliver holistic wealth plans.
- Undertake investment and pension reviews, engaging specialists where appropriate.
- Provide guidance and motivation to wealth managers on complex financial planning products.
- Deliver profitable and sustainable business growth across a broad product range.
- Demonstrate outstanding client service, professionalism and risk management.
- Ensure the completion and timeliness of client reviews, including updating client profiles and wealth balance sheets for all clients.
Requirements
- Appropriate qualification in accordance with the FCA Training and Competence handbook covering advice activity of securities, derivatives and packaged products
- Minimum of QCA level 6.
- Investment skills, including expertise in detailed client profiling, risk analysis and asset allocation.
- Experience of advising professional clients.
- Ability to articulate current views on the macro-economic environments and financial markets.
- Good relationship and interpersonal skills.
- Proven track record of meeting financial and service targets.
- Extensive experience in pensions and financial planning.
- Ability to act as a representative in the market place and build powerful relationships with internal and external centres of influence.
Benefits
- Hybrid work arrangement.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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