Marketing Leads UK Ltd
London, LDN, United Kingdom
Alternative, Bonds / Fixed Income, Private Equity, Property
Agency / Employer:
My client is a leading financial services firm dedicated to providing personalized investment advice and wealth management solutions to individuals, families, and businesses.
They are seeking a dynamic and knowledgeable Investment Advisor to join the team. The ideal candidate will have a strong background in business development, excellent communication skills, and a passion for helping clients navigate the complexities of the financial markets. As an Investment Advisor, you will be responsible for closing new business over the phone.
Conduct in-depth financial analysis to assess clients' current financial situations, investment goals, and risk tolerance. Contact inbound leads and introduce the companies products to them. Close deals over the phone and face to face. Stay informed about market trends, economic indicators, and regulatory changes to provide timely and relevant investment advice to clients. Cultivate and maintain strong relationships with clients through regular communication, proactive outreach, and exceptional service. Actively participate in business development activities, including client prospecting, networking events zoom meeetings.
Minimum of two years of experience in financial services, with a focus on closing sales over the phone. Proven track record of building and managing client relationships, with a strong commitment to client service excellence. Deep understanding of investment products, asset classes, and financial markets. Excellent communication skills, including the ability to explain investment concepts and strategies in a clear and concise manner. Demonstrated ability to work independently and collaboratively in a fast-paced, team-oriented environment. Commitment to upholding ethical standards and regulatory compliance in all aspects of the investment advisory process.