3 days ago, from Click and Connect Online
Location: Philippines, Remote Working Option
About Hebden Consulting: Hebden Consulting is an Independent Financial Advisory firm with offices in Malaysia and London. Specializing in working with international expats, Hebden Consulting offers a comprehensive range of services including wealth management, pension planning, private banking, and portfolio review. Hebden Consulting prioritizes understanding clients as individuals and creating tailored financial plans to help them achieve their life goals.
Job Description: Role Overview: Hebden Consulting is seeking a Senior Wealth Manager to join their expanding global team. As a Senior Wealth Manager at Hebden Consulting, you will be responsible for cultivating and managing relationships with high-net-worth clients, devising personalized financial plans, and guiding clients towards financial success.
Key Responsibilities: Client Relationship Management: Build and maintain strong relationships with affluent clients, understanding their financial goals, risk tolerance, and investment preferences.Financial Planning: Develop comprehensive financial plans tailored to each client's needs, including retirement planning, tax optimization, estate planning, and more.Investment Strategy: Create and implement personalized investment strategies, utilizing a wide range of financial products and services offered by Hebden Consulting.Portfolio Management: Monitor and manage client portfolios.Market Analysis: Stay updated with global financial markets, economic trends, and investment opportunities to provide informed advice.Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.Compliance: Ensure all advisory activities comply with regulatory standards and company policies.Collaboration: Work closely with internal teams, including research, compliance, and operations, to deliver comprehensive wealth management solutions.Qualifications: Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or professional certifications (e.g., DipFa, CFA, CFP) is also required.Experience: Minimum of 5-7 years of international experience in wealth management and financial advisory, with an international transferable client portfolio and AUM.Skills:Strong analytical and quantitative skills.Excellent communication and interpersonal skills.Proven ability to build and maintain relationships with affluent clients.Proficiency in using financial planning and portfolio management tools.Ability to work independently and as part of a team.Knowledge: In-depth understanding of financial markets, investment products, and regulatory requirements in international markets.Language: Fluency in English is required.How to Apply: Interested candidates are invited to apply with their resume and a cover letter detailing their qualifications and experience.
- Competitive package with attractive income retention.
- Comprehensive benefits with long-term incentives.
- Opportunities for professional growth and development.
- A collaborative and innovative work environment.
- Access to cutting-edge digital tools and platforms.
We are seeking advisors who are eager to transform their potential book into a steady and profitable income stream, while also providing valuable benefits to their clients. The ideal candidates will have a strong drive to convert opportunities into consistent revenue, ensuring mutual growth and satisfaction for both themselves and their clients.
#J-18808-Ljbffr