Financial Advisor

Expired on: Oct 20, 2022

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Savings Uk Ltd

Position Description

In This Role, You Will

• Gain a deep understanding of our clients’ unique needs and aspirations to confidently advise them on their financial goals
• Craft investment solutions based on Savings UK Ltd’s philosophy: taking a stand for investors
• Build and deepen your knowledge and skills by maintaining a strong portfolio and an in-depth understanding of financial markets
• Develop your craft of planning
• Be an active part of a collaborative team
• Build relationships with senior management
• Put investors on a path to a successful financial future

Qualification And Experience

• Masters required in finance, accounting, economics or other relevant major.
• Minimum five (5) year prior experience in commercial banking or loan servicing. Concentration in investments and/or multifamily assets is preferred.
• Client Relationship Management mastery
• Outstanding investment expertise and knowledge of broader planning topics
• Strong analytical skills, as well as knowledge of commercial banking operations.
• Prior experience with Excel and MS Office required along with cash flow modeling / forecasting and familiarity with Investment Funds.
• Team player, organized, and strong written and verbal communication skills.
• Self-motivated, ambitious, and ability to multi-task.
• Strong writing skills required.
• Foreign language capabilities preferred though not required.
• Compensation: Excellent compensation package, including competitive base salary and fringe benefits. (in case previous salary of selected candidate is higher than Market Salary, your previous salary will be matched.)
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