Financial Services Professional
hace 4 semanas
About Kempton Asset Management
Kempton Asset Management is a leading international financial services company, established in the United Kingdom in 2013. As an independent global financial broker, we have built a reputation for delivering exceptional wealth management solutions to our clients.
Job Summary
We are seeking a highly motivated and experienced Financial Services Professional to join our team as an Investment Advisor. In this role, you will be responsible for building and maintaining a portfolio of clients, providing personalized investment advice, and delivering exceptional customer service.
Key Responsibilities
• Develop and maintain a deep understanding of our clients' financial goals and objectives
• Provide personalized investment advice and recommendations to clients
• Build and maintain strong relationships with clients to ensure their ongoing satisfaction and loyalty
• Collaborate with internal teams to deliver comprehensive wealth management solutions
• Stay up-to-date with market trends and regulatory requirements to ensure compliance and best practices
Requirements
• 3+ years of experience in financial services, with a focus on investment advice and wealth management
• Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts to clients
• Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and internal stakeholders
• Proficiency in financial planning and analysis, with a strong understanding of investment products and services
What We Offer
• Competitive salary and bonus structure
• Comprehensive training and professional development opportunities
• Collaborative and dynamic work environment
• Opportunity to work with a leading international financial services company
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