Junior Wealth Manager

Vor 6 Tagen

Frankfurt RhineMain Metropolitan Area, Deutschland Taylor Financial Recruitment Ltd Vollzeit

1st Year OTE 65K

2nd Year OTE 80K

Due to recent growth, we are currently recruiting sales people to join an International Wealth Management firm in Frankfurt. We offer a bespoke service to high-net-worth individuals and institutions looking for an alternative method of investing. The work environment is open and collaborative, where employees are rewarded based on merit, performance, and contributions, In line with the philosophy of education, mentoring and training are available to employees with the objective of building rewarding, lifelong careers.

The role of the Junior Wealth Manager

  • Identifying customers needs and sales opportunities
  • To call high net worth clients from a pre-qualified database and gain an understanding of their current investments and investment goals and present our recommendation to them.
  • Approach new clients with recommendations; provide a comprehensive summary of the market and then close
  • Arrange meetings for high net worth clients to meet with the Private Client Directors

Benefits you will receive as their Junior Wealth Manager include:

  • Working from a comprehensive database
  • Uncapped and leading commission structure
  • Health care and pension
  • There will be continuous training available

The ideal Junior Wealth Manager

  • Educated to a degree level
  • A minimum of 6 months experience within an outbound calling sales role preferred
  • An excellent phone manner and strong communication skills are essential
  • A very self motivated, positive and extremely target driven character
  • A confident, professional and engaging personality
  • A strong desire to succeed in sales, in order to achieve excellent earnings and career progression
  • A willingness and ability to listen and learn quickly

The company is committed to training and investment in their staff - you will be given the tools to succeed, and you will if you have the drive and tenacity to do so

  • Asset & Wealth Manager

    vor 1 Woche

    Frankfurt Rhine-Main Metropolitan Area, Deutschland ACL Partners Vollzeit

    Manager – Asset & Wealth Management ConsultingOur client, a leading global consultancy, is expanding itsGerman teamand seeking aManagerto support top-tierAsset & Wealth Managementclients. This is a unique opportunity to play a key role in building their presence in Germany.Key Responsibilities:Lead consulting projects in M&A, Digital Transformation, ESG,...

  • Manager- Asset

    vor 1 Woche

    Frankfurt Rhine-Main Metropolitan Area, Deutschland ACL Partners Vollzeit 80.000 € - 120.000 € pro Jahr

    Senior Consultant → Senior Manager | Asset & Wealth Management (Germany)Build and scale a fast-growing AWM consulting practice in the DACH regionOur client is a leading global consultancy with a dedicated focus on Asset & Wealth Management. They are expanding their German team and seeking experienced consultants who want to contribute directly to the...

  • Junior Investment Specialist

    Vor 4 Tagen

    Frankfurt am Main, Deutschland Serafin Wealth Management Vollzeit

    Die **Serafin Wealth Management** (eine Marke der Serafin Asset Management GmbH) ist ein moderner Boutique Wealth Manager mit Sitz in Frankfurt am Main. Wir kombinieren traditionelle Werte mit modernster Technologie, um unseren Kunden maßgeschneiderte Anlagestrategien zu bieten. Unser Ziel ist es, durch kreative und individuelle Lösungen langfristigen...

  • Consultant- Asset

    vor 1 Woche

    Frankfurt Rhine-Main Metropolitan Area, Deutschland ACL Partners Vollzeit 80.000 € - 120.000 € pro Jahr

    Senior Consultant up to Senior Manager – Asset & Wealth Management (Germany)Ready to helpbuild a fast-growing consulting practicein the DACH region?I'm hiring for aleading global consultancyin the Asset & Wealth Management space — strengthening their team in Germany. If you want ownership, client impact, and real career acceleration, this is it.The...

  • Junior Business Manager

    vor 1 Woche

    Frankfurt Rhine-Main Metropolitan Area, Deutschland PRIME GROUP Vollzeit 35.000 € - 50.000 € pro Jahr

    About Prime GroupPrime Group is an international company with over 18 years of experience delivering high-quality IT and Engineering solutions. With more than 2,360 professionals across 20 offices and 2 Talent Hubs (Brazil and Vietnam), we serve over 350 clients worldwide through services such as Team Extension, Managed Services, Nearshore, and Custom...

  • Portfolio Manager

    Vor 6 Tagen

    Frankfurt Rhine-Main Metropolitan Area, Deutschland Taylor Financial Recruitment Ltd Vollzeit

    1st Year OTE 77kDue to recent growth, we are currently recruiting Portfolio Managers to work in our offices in Frankfurt and to join one of the largest Wealth Managers in the world. We offer a bespoke service to high-net-worth individuals and institutions looking for an alternative method of investing.The Opportunity:Through hands-on training and mentorship,...

  • Werkstudent Wealth Management

    vor 2 Wochen

    Frankfurt am Main, Hessen, Deutschland Ginmon GmbH Vollzeit 40.000 € - 60.000 € pro Jahr

    Interessierst du dich für die Finanzwelt von morgen und möchtest wertvolle Praxiserfahrung in einem innovativen und dynamischen Umfeld sammeln? Werde Teil unseres Teams bei Ginmon und baue deine Fähigkeiten als Werkstudent im Bereich Wealth Management weiter aus.Ginmon ist nicht nur ein preisgekröntes FinTech-Unternehmen, sondern auch dein Sprungbrett in...

  • Praktikum im Bereich Wealth Management

    vor 1 Woche

    Frankfurt am Main, Hessen, Deutschland BNP Paribas Vollzeit 30.000 € - 55.000 € pro Jahr

    In Frankfurt suchen wir dich ab dem in Vollzeit, befristet als Praktikant im Bereich Wealth Management - Investment Strategy (all genders) bei Personal InvestorsPersonal Investors - Wer wir sind:Personal Investors ist der vertrauensvolle digitale Partner der Wahl für verantwortungsvolles Sparen und Investieren. Unter dem Dach der Business-Einheit von BNP...

  • Managing Director, Institutional Wealth Management, Germany

    vor 1 Woche

    Frankfurt am Main, Hessen, Deutschland JPMorganChase Vollzeit 150.000 € - 200.000 € pro Jahr

    JOB DESCRIPTIONWe are seeking an exceptionally talented individual with an entrepreneurial mindset to join our dynamic and diverse team. You will collaborate with colleagues across markets, businesses, and functions to provide a first-class experience to our UHNW key clients. This role offers the opportunity to advance your career within a supportive,...

  • 2023 Graduate Talent Program

    vor 1 Woche

    Frankfurt am Main, Deutschland UBS Vollzeit

    **Your role** Your role: Do you have a passion for finance? Do you like interacting with people? We are looking for someone who: - supports our client advisors in the preparation and follow-up of customer appointments - designs presentations for investment advisory and acquisition meetings - helps answer customer inquiries - performs portfolio checks and...