Job Description:
- Acquisition of new High Net Worth clients within the defined target markets
- Provide personal, holistic and professional advice according to VP group standards
- Develop and implement customised investment solutions in collaboration with internal specialists
- Promote VP Wealth Management through effective and efficient delivery of open architecture platform services
- Actively build and expand client network by attending various networking events
- Travel activities in connection with client acquisition and consulting
- Frequent monitoring of client portfolios to ensure that clients’ objectives as well as internal and regulatory requirements are met
- Active maintenance of internal risk management system, ensure correct and timely handling of operational matters
- Participation in sales and other internal meetings
- Collaboration in various projects
Job Requirements:
- Minimum 12 years of successful experience within Financial Industry
- Minimum Bachelor's degree or equivalent
- Proven track record in client acquisition and consulting
- Strong existing client network in relevant target markets; ability to realistically fulfil a business case according to Internal standards
- Professional written and verbal communication skills
- Solid understanding and experience of various investment products within the private wealth environment
- Pronounced compliance awareness and adherence as well as strong know-how of the regulatory environment
- Highly energetic personality, demonstrating entrepreneur spirit; problem solver
- Ability to work effectively, prioritise tasks efficiently and work to deadlines
