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Acuma - Independent Financial Advice

Financial Sales Consultant

Early Applicant
  • 3 hours ago
  • Be among the first 50 applicants

Job Description

Are you ready to take your career to new heights Look no further! At Acuma, we're on the look for individuals to join our dynamic Financial Sales team. As we expand and thrive in our fastest-growing market, we invite you to be part of our success story. Imagine presenting cutting-edge investment offerings to prospective clients, shaping their financial futures, and building your own path to success. If you're driven, passionate, and eager to make an impact, this opportunity is tailor-made for you. Join us and let's redefine wealth management together!

The role entails:

  • Conducting market research into the country, demographics, and clients needs to ensure that every client interaction adds value first.
  • Be responsible for a combination of new business development and managing existing clients across a defined territory.

Successful individuals will be provided with:

  • A first class learning and development platform to help further professional development and qualifications.
  • Comprehensive induction training to allow you to transfer existing experience.
  • Daily training sessions from your allocated manager on sales, client relationship skills and wealth management to ensure you grow on a professional level daily.
  • Market leading rewards, incentives, and bonus structures (Uncapped, tax free GBP earning potential)
  • Access to market leading unique in-house products and fintech services, along with many global funds available through Institutions and Investment Banks

You will need:

  • A proven track record within wealth management or financial advisory
  • The ability to manage your time efficiently and autonomously.
  • To be a strong communicator, capable of engaging with people from all backgrounds.
  • To be highly ambitious and driven to be successful.
  • To be a proactive individual who enjoys taking responsibility for your performance.

Experience in the following fields would be considered an asset:

  • Property
  • Asset Management
  • FinTech
  • Foreign Exchange (FX)
  • Wealth Management
  • Business Development
  • Sales
  • Investment Banking

More Info

Industry:Other

Function:Finance

Job Type:Permanent Job

Date Posted: 28/11/2024

Job ID: 101717491

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Last Updated: 28-11-2024 05:38:10 PM
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