Financial Advisor Budapest

Our client is looking for an Investment Advisory Wealth Manager to join their team. They are a company that values sustainability, recognition, and making a real impact on people's lives and wallets. They offer training, career progression, and the opportunity to grow with the business.

The company delivers personalized, independent financial advice to each client. As a Wealth Manager, you will help individual clients navigate their finances, build solid relationships, and craft custom strategies using various financial products and services.

• Grow and manage a portfolio of wealth management clients.
• Keep client relationships strong with personalized advice and regular chats.
• Help grow assets under management (AUM) by spotting financial needs and suggesting solutions.
• Conduct client reviews to understand their needs and offer tailored wealth management.
• Provide solutions that fit clients' needs, keeping them informed and satisfied.
• Stay up-to-date with market trends and clients' situations to make informed decisions on products and services.
• Offer advice on various financial products, including Lump Sum Investments and Global Funds.
• Stay current with industry rules and regulations.

• A degree or significant experience in business, finance, or management.
• Strong numerical skills, attention to detail, and data analysis abilities.
• UK level 4 advisory qualified or willing to obtain the qualification.
• Experience working with high net worth clients is desirable but not essential.
• Knowledge of investments, bonds, or pensions is required.
• Trustworthy, professional, and a team player with a focus on excellent service.
• Able to identify risks and spot good investment opportunities.
• Sales skills are a plus.
• Goal-oriented and motivated to achieve results.

• Industry-level qualifications to enhance your career.
• Multiple career options and opportunities for growth.
• A clear bonus structure to motivate you.
• Training and development opportunities for you and your team.
• Fun events for you and your clients.

Please note that this position is suitable for experienced and qualified IFA candidates with residence and experience in Budapest. It is a client-facing, sales, and targets-driven profession.