Vanguard

Wealth Management Advisor

Vanguard

London, UK
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

We are looking for a highly professional, motivated individual to join our team of experienced Wealth Management Advisors at Vanguard. In this role, you’ll serve as a trusted financial and investment advisor to our clients, helping them to meet their long-term financial goals. The ideal candidate is an experienced professional who is eager to develop meaningful relationships with clients while providing tailored financial solutions and advice.To be successful in this role, you will need to have a minimum of three years of experience in financial services, financial planning, or wealth management, as well as a bachelor’s degree in finance or a related field. You should also have a strong understanding of financial products, services, and regulations, and be experienced in providing advice to clients on investment and financial planning strategies. Additionally, excellent communication, interpersonal, and problem-solving skills are essential for success in this role.If you have the required qualifications and are passionate about helping clients achieve their financial objectives, we’d love to hear from you!

Responsibilities:

• Serve as a trusted financial and investment advisor to clients and help them to meet their long-term financial goals • Develop meaningful relationships with clients while providing tailored financial solutions and advice • Have a minimum of three years of experience in financial services, financial planning, or wealth management • Have a bachelor’s degree in finance or a related field • Have a strong understanding of financial products, services, and regulations • Provide advice to clients on investment and financial planning strategies • Possess excellent communication, interpersonal, and problem-solving skills

Where is this job?
This job is located at London, UK
Job Qualifications
  • Strong Organizational Skills

  • Financial Planning Experience

  • Cfp Certification

  • Detail-Oriented

  • Investment Experience

  • Regulatory Compliance Knowledge

  • Ability To Communicate Effectively

  • Good Problem-Solving Skills

Required Skills
  • Budgeting

  • Risk Management

  • Financial Planning

  • Data Analysis

  • Regulatory compliance

  • Asset management

  • Client Relations

  • wealth management

  • Portfolio analysis

  • Asset allocation

  • Retirement planning

  • Tax Planning

  • Investment Research

  • Investment Strategies

  • Advisory Services

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Negotiation

  • Time management

  • Interpersonal Skills

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Wealth Management Advisor in London, UK is £45,000 to £75,000 annually. This range may vary depending on experience, the industry, and the specific company.

Additional Information
Vanguard is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJune 21st, 2023
Apply BeforeJuly 20th, 2025
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About Vanguard

The Vanguard Group, Inc. is an American registered investment advisor based in Malvern, Pennsylvania, with about $7.7 trillion in global assets under management, as of April 2023. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares.

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