Worldwide Companies City

Job Descrption

Job Summary
We are seeking a dedicated and knowledgeable Investment Consultant to join our team. The ideal candidate will possess a strong understanding of investment strategies and financial markets, with the ability to provide tailored advice to clients. This role requires excellent communication skills and the ability to build lasting relationships with clients, helping them achieve their financial goals through informed investment decisions.

Responsibilities
• Assess clients' financial situations and investment objectives to provide personalised investment advice.
• Develop and implement investment strategies that align with clients' goals and risk tolerance.
• Conduct thorough market research and analysis to stay updated on financial trends and opportunities.
• Prepare detailed reports and presentations for clients, clearly communicating complex information in an understandable manner.
• Maintain strong relationships with clients through regular follow-ups and updates on their... investment portfolios.
• Collaborate with other financial professionals to ensure comprehensive service delivery.
• Stay compliant with industry regulations and company policies while managing client accounts.

Skills
• Strong organisational skills, with the ability to manage multiple client accounts effectively.
• Excellent communication skills, both verbal and written, to convey complex information clearly.
• Multilingual abilities are advantageous, enabling effective communication with a diverse clientele.
• Administrative proficiency for maintaining accurate records and documentation related to client investments.
• A proactive approach to problem-solving and client service, ensuring all client needs are met promptly.

If you're still keen on exploring this opportunity, we would be happy to arrange a call to discuss the position and salary details further. Following that, we’d welcome you to visit our offices, so you can get a feel for the environment and see if it aligns with where you’d like to grow your career. If it seems like the right fit, we can then look at scheduling a formal interview.

Join our team as an Investment Consultant, where your expertise will help clients navigate their financial journeys successfully!

Job Types: Full-time, Freelance

Pay: £50,000.00-£100,000.00 per year

Additional pay:
• Bonus scheme
• Commission pay

Benefits:
• Flexitime
• Work from home

Schedule:
• 8 hour shift
• Day shift
• Monday to Friday

Ability to commute/relocate:
• London, E14 4QZ: reliably commute or plan to relocate before starting work (preferred)

Experience:
• Sales: 1 year (required)

Work Location: In person

Reference ID: 20241022

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