Senior Manager, Investment Advisor, Wealth Advisory NI
- Location:
- Northern Ireland jobs
- Salary:
- Competitive
- Company:
- PricewaterhouseCoopers LLP.
- Job type:
- Permanent jobs
- Date posted:
- 23/11/2009 18:01
- Job id:
- 45822037
- Contact:
- Please click on the 'Apply For This Job' button below.
- Ref:
- Totaljobs/TX01727
The Investment Advisors will provide Regulated Investment Advice, mainly in relation to investments, but will also cover general financial planning incorporating retirement and protection. The advice will be for both private clients and businesses. We currently have an opportunity for a senior level professional to join the Belfast team as a Senior Manager.
Requirements
Ideally you will hold a third level qualification and/or advanced regulatory qualifications(working towards these) with a number of years experience operating at a senior level. Experience within IFA environment required.
Responsibilities
- Provide well founded robust Regulated Investment Advice to clients and non-clients of the Firm
- Develop internal and external networks for client introductions
- Maintain up to date personal knowledge required to provide leading edge investment advice
- Focus on existing client ?bank' to develop trusted adviser relationship with a real focus on a high standard of client service resulting in recurring work and income
- Fully comply with internal and external regulations and policies so as to protect the client and also the reputation of the Firm
- Oversee and where appropriate complete comprehensive client reports
- Achieve new business and profit targets
- Develop specialist knowledge to become the team ?expert' in a particular area
- Fulfil quality control duties in a robust and independent manner
- Be proactive in terms of winning new work and bring a differentiated client solutions focus to the advisory process
The Essential Individual Competencies- Demonstrate courage and integrity
- Be open minded, agile with change and practical
- Communicate with impact and empathy
- Be curious: learn, share and innovate
- Be passionate about client service
- Build and sustain relationships
PricewaterhouseCoopers (www.pwc.com) provides industry-focused assurance, tax and advisory services to build public trust and enhance value for its clients and their stakeholders. More than 146,000 people in 150 countries across our network share their thinking, experience and solutions to develop fresh perspectives and practical advice.
