eFinancialCareers

• Company

  St James Wealth Management

• Location

  UK-London

• Compensation

  Excellent

• Position Type

  Permanent

• Employment type

  Full time

• Updated

  09 Oct 2009

• eFC Ref no

  579039

St. James’s Place Wealth Management is one of the UK’s leading wealth management organisations with funds under management of more than £20 billion.  At the heart of our business is the St. James's Place Partnership, which brings together some of the most experienced, able and highly-regarded professionals working in financial services today, with an average of 17 years in the industry. Our strong record of success and achievement can be identified through having been voted 2009 Wealth Manager of the Year and 2008 Best Wealth Manager by readers of the Financial Times and Investors Chronicle and Wealth Manager of the Year (2007 & 2008) voted by readers of the Daily Telegraph.

We are offering you the opportunity to join the Wealth Management Partnership. As a Partner, we’ll dedicate ourselves to providing you with unparalleled levels of support, giving you the freedom to develop strong and more profitable relationships with High Net Worth (HNW) clients and beyond.

Our business is to help clients, whether private or corporate, to meet their financial needs and aspirations by building strong relationships based on trust and expertise.

Our Partners enjoy unparalleled freedom and flexibility to realise their full potential and build personal capital within a true meritocracy.

Primary responsibilities:

• Create and develop new business (FUM) and relationships via a network of HNW             individuals
• Offer a full Wealth Management service to maximise portfolio income
• Develop relationships with introducers to generate new business
• The successful individual will have a portfolio of clients, or could build one,  
• Further strengthen company profile in the HNW/UHNW area

Qualifications/Work Experience

• You will have a proven track record in providing financial solutions to HNW individuals, ensuring that the recommendations you provide match their needs.
• Plan and execute sales campaigns
• Posses knowledge of tax, pensions and investments and have a grasp of overall wealth management issues
• Strong motivation to advise successful and influential people
• Be a self-starter able to work with total day-to-day autonomy
• Prove excellent planning and organisational skills
• Show true entrepreneurial qualities
• Resilient and self-confident with presence and energy
• Have established relationships with contacts within the professional and HNV community
• Possess a successful track record of winning and developing accounts
• Have at least 3 years relevant experience, performing a similar role
• Suitable financial exams typically; SII Diploma, CF30, Investment Management Certificate and Financial Planning Certificate, CF 1-5