2022-07-29 11:26:48

Senior Wealth Manager

CVMarket.lt klientas
3500 - 5500 €/m Gross

Job Description

The company is currently in search of a Senior Wealth Manager who will oversee a team of wealth managers.

Responsibilities:

  • Offering financial advice and services.
  • Assisting clients in their financial questions.
  • Relationship management.
  • Explaining complex information.
  • Building and promoting strong, long-lasting customer relationships by partnering with them.
  • Management of wealth managers' team (hiring, performance management, etc.)

Requirements

  • At least 3 years of experience in financial services.
  • Finance brokerage license (BFFA or similar).
  • Good sales, negotiation and presentation skills.
  • Analytical mindset and ability to understand complex information.
  • Understanding of customer relations tactics.
  • Proficiency of written and spoken English and Lithuanian.
  • Degree in finance, economics, management, or related field (would be considered as an advantage).

Company offers

  • A competitive compensation package.
  • Bonus for achieving sales results.
  • Private health insurance (after probation period).
  • Hybrid working model and flexible working hours.
  • Additional days off: b-day; trust day; volunteering day; loyalty days.
  • Workation.
  • Education & Personal growth opportunities.
  • A chance to get exposure to different areas of international business.
  • Great company events and team retreats.