This is a fantastic opportunity to join an established company that has continued to grab market share as a Private Client Advisor/Stockbroker.
This role is focused on bringing onboard new HNW clients onto the companies’ books and being their go-to person for advice on their stock portfolios.
This company will support you through your RG 146 and give full training on all market concepts. Whilst experience with the Share Market is favorable, it is not essential - Hard work and sales talent is.
You will be someone that is naturally driven to succeed but has a strong passion for the Equities market and for delivering superior levels of client services.
The role involves:
- Wealth Portfolio reviews with new and existing clients
- On-boarding new clients demonstrating high levels of credibility in all interactions
- Management of workflow connecting a prospective client, based on their circumstances, to the company’s expertise across multiple products and services
- Writing market updates and occasional presentations face to face with clients and media
If you are keen to explore this opportunity please upload your CV via the apply now button or send it directly to me at firstname.lastname@example.org