Company Overview:
The Seventy Ninth Group is a family-run, award-winning asset management company, with offices in UK, Dubai, US, Canada and Japan. We specialize in providing varied investment solutions to a diverse clientele. We offer comprehensive financial products and instruments that empower our clients to achieve their long-term financial goals in the commercial, residential and natural resources sectors.
Role Overview:
We are seeking a well-experienced and motivated Senior Investment Consultant to join our team. As a Senior Investment Consultant, you will play a crucial role in offering bespoke financial products and instruments to your clients. This role is primarily remote, operating from your home office, and you will be connected to our global operations. You will work closely with your clients to understand their financial needs, provide personalized recommendations, and guide them in making informed decisions to enhance their financial well-being.
Key Responsibilities:
Client Relationship Management: Build and nurture strong relationships with clients by understanding their financial objectives, risk tolerance, and investment preferences. Act as a trusted advisor to provide tailored financial solutions that align with clients’ goals.
Product Expertise: Develop an in-depth understanding of The Seventy Ninth Group’s financial products and instruments, including investment portfolios, insurance offerings, retirement planning options, and more. Stay updated on market trends and industry developments to provide up-to-date advice to clients.
Needs Assessment: Conduct thorough financial assessments to identify clients’ financial needs, objectives, and constraints. Propose appropriate solutions that address their unique circumstances and help them achieve their desired outcomes.
Recommendations and Presentations: Present and explain complex financial concepts and investment strategies to clients in a clear and accessible manner. Customize presentations to showcase how The Seventy Ninth Group’s offerings align with clients’ goals.
Goal Setting and Monitoring: Collaborate with clients to set realistic and achievable financial goals. Regularly review and monitor progress towards these goals, adjusting strategies and recommendations as needed.
Compliance and Regulations: Ensure all recommendations and interactions adhere to relevant industry regulations, compliance guidelines, and ethical standards.
Performance Metrics: Work towards achieving agreed-upon targets, both in terms of client engagement and revenue generation. Your compensation will include a base salary and commission based on meeting or exceeding targets.
MUST HAVE:
MINIMUM 5 YEARS EXPERIENCE: proven Wealth/Investment Advisor or similar role in the financial services industry.
ESTABLISHED CLIENT BASE: a portfolio of investors who you have trusted relationship with.
STRONG UNDERSTANDING OF FINANCIAL PRODUCTS: including Bonds, Private Equity and ETF/ETIs.
Qualifications:
- Relevant certifications (such as CFP, CFA, or equivalent) are required.
- Strong understanding of financial markets, investment products, and Investment management strategies.
- Excellent communication skills with the ability to explain complex financial concepts in a clear and concise manner.
- Customer-centric mindset with a genuine interest in helping clients achieve their financial goals.
- Self-motivated, proactive, and able to work independently in a remote setting.
- Familiarity with regulatory and compliance requirements within the financial industry.
- Proficiency in relevant software and tools for financial analysis and client management.
Benefits:
- Competitive base salary: $30k-100K USD based on experience and location
- Commission structure: on target annual earnings up to $250k
- Opportunity to work remotely from your home office.
If you are passionate about guiding clients toward financial success and have a strong foundation in Investment management, we encourage you to apply for the Senior Investment Consultant position at The Seventy Ninth Group.
Join our team and make a meaningful impact on our client’s financial futures.
To apply, please submit your resume and a cover letter detailing your relevant experience and why you are interested in joining our team.
