Wealth Management Executive (IMTT) at Rosabon Financial Services (RFS) Limited – 3 Openings

Job Title: Wealth Management Executive (IMTT)

Job Summary

• As an Independent Wealth Management Executive, the ideal candidate will play a pivotal role in driving our wealth management business by acquiring new clients and fostering long-term relationships. 
• This role is ideal for individuals who possess a dynamic personality, strong communication skills, and a passion for sales. They would possess strong negotiation skills to navigate and close deals, ensuring mutually beneficial outcomes for both clients and the company.
• The ideal candidates will always present themselves in a manner that reflects the high standards of our financial services firm. This includes maintaining a well-groomed and polished appearance, dressing in business attire that aligns with our corporate image, and exuding a professional demeanor in all client interactions. 
• A neat and presentable appearance is crucial in building trust and confidence with our clients.
• While we value charisma and a sales-oriented mindset, we are seeking professionals at a junior and mid-level stage with a drive for sales in a fast paced industry.

Duties and Responsibilities

• Independently identify and acquire new clients for wealth management services through prospecting, networking, and relationship-building.
• Conduct financial needs analysis and present tailored wealth management solutions to clients, aligning with their financial goals and objectives.
• Foster strong, long-term relationships with clients by providing exceptional service, addressing inquiries, and staying informed about changes in their financial circumstances.
• Stay abreast of industry trends, market conditions, and competitor offerings to effectively position the company’s wealth management services.
• Ensure adherence to regulatory requirements and company policies in all client interactions and transactions.
• Provide regular reports on leads, client acquisition and revenue generation, highlighting achievements and areas for improvement.
• Any other tasks as assigned by the line manager.

Requirements

• Candidates should possess an ND, HND or its equivalent in any field.
• 1-3 years’ experience in sales in any industry, sales experience within financial services or wealth management is a plus
• Charismatic personality with excellent communication and presentation skills.
• Smart and sharp Professional outlook
• Ability to work independently and meet ambitious targets.
• Adept at building and maintaining client relationships.
• High ethical standards and integrity in all financial dealings, placing the clients’ best interests at the forefront.

Skills / Competencies:

• Exceptional interpersonal and relationship-building skills.
• Ability to establish trust and credibility with clients.
• Effective communication to understand and address clients’ financial goals.

Application Instructions:

The application deadline is 2nd July, 2025. Therefore, Qualified and interested candidates can: “CLICK HERE TO SUBMIT APPLICATION.” It is important to visit the official website (link found below) for detailed information on how to apply successfully for this vacancy.

Or
Send their Applications to: [email protected] using the Job Title as the subject of the email.

Website:
Official Job Website: https://conceptgrouphrm-jobs.goserp.co.uk/