Own your book of clients? Dream of independence and running your own businesses, but need professional support and infrastructure to kick-start it? Want to earn five times your current salary? Then read on!
A fast-growing digital multifamily office is looking for an entrepreneurial self-employed Wealth Manager with own book of HNW clients. The company offers explicit non-compete in relation to partner’s clients, extremely impressive commission-only remuneration, the opportunity to sell your client portfolio at any stage at a very impressive rate, equity participation, and everything an advisor needs to transition from a corporate politicised environment to an immensely rewarding, enjoyable, exciting world of entrepreneurship. You will be offered full operational, organisational, investment and legal support to kick-start your own business within safe and progressive WealthTech environment. Find your freedom and earn up to 5 times more than you do now!
If you are looking to get things done in an effective, flexible, smart, and contemporary fashion, then you are the right fit for the team.
Key Responsibilities
- Liaising with founders and other early employees to develop and expand the business and client base. Overseas travel may be required
- Promoting and fully utilising the full range of products and services with clients, advising the clients on the usage and benefits of the solutions
- Communicating on a regular basis with established clients to ensure that the highest level of service is being delivered at all times
- Increasing knowledge of the independent wealth and asset management sector as well as the WealthTech solutions
- Responding to inquiries and providing guardianship and consultancy services to a discrete number of clients personally
Key requirements
- British/EU citizenship is preferred, but happy to look at the candidates based worldwide as remote work option is widely available
- Sound and transferable book of wealth management business, HNW clients and contacts – UK, European, Eastern European, Chinese, Middle East books of clients are of interest
- Professional qualifications required ideally by the FCA to advise professional and/or retail clients (CF30)
- Ability to handle wealth management holistically, i.e. cover 360 degrees of client needs
- 5+ years’ experience in wealth management industry
- Desire and skills to handle client business digitally
- Masterful relationship management acumen
- Self-discipline
- University degree
- Independent decision making
- ‘Can do’ personality
- Constant and never-ending improvement mentality
- Team spirit, as well as entrepreneurial self-sufficiency to deliver results
- Sense of humour is non-negotiable!
Job advantages
- Money – this model allows you to earn up to 5 times more on average than you earned in a bank/WM institution
- Freedom – work from anywhere, be your own boss, step up and fly
- Full professional infrastructure is available for you to make the most of your contacts – system, expertise, team, investment expertise, legal, set up service options to suit your clients’ needs on an individual basis
- You own your book of clients, and you never leave this company with nothing – an option to sell your book of clients at a very competitive rate (payment of a few million before your retire – how does it sound)
- Become a part of this dynamic, ambitious and happy team of people who actually enjoy their lives while being extremely productive wealth managers.
