Wealth Consultant
Wealth Consultant
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Job Description
Nutmeg is a leading digital wealth management firm specializing in providing managed solutions to retail clients. Our mission is to empower individuals to achieve their financial goals through innovative investment strategies and personalised service.
As a Wealth Consultant Youll be focused on lead generation for Senior Wealth Managers and involves proactive engagement with clients and prospects. Youll have a strong track record in sales lead generation and referrals and will be working towards QCF Level 4 qualification or have the ability to achieve this within 18 months of joining.
Key Responsibilities:
- Develop and implement strategies for generating leads and referrals to support the business development efforts of Senior Wealth Managers.
- Engage proactively with clients and prospects through various channels to identify opportunities for new business.
- Build and maintain strong relationships with potential clients understanding their needs and aligning them with our wealth management solutions.
- Collaborate with the marketing team to create and execute campaigns that drive lead generation and brand awareness.
- Provide high quality feedback on different campaigns
- Support Senior Wealth Managers in preparing for client meetings and presentations providing insights and data to enhance pitches.
- Stay updated on industry trends and competitor activities to identify new opportunities for growth.
Required Qualifications Capabilities and Skills
- Proven experience in sales lead generation and referrals either within the financial services or wealth management industry or transferable skills from other industries
- Strong communication and interpersonal skills with the ability to engage and influence clients and prospects.
- Working towards QCF Level 4 qualification or ability to achieve this within 18 months of joining.
- Self-motivated and results-oriented with a proactive approach to identifying and pursuing new business opportunities.
Preferred Qualifications Capabilities and Skills
- Work collaboratively in a team environment and support the goals of Senior Wealth Managers.
- Familiarity with digital tools and platforms used in lead generation and client engagement.
Why Join Us:
- Be part of a leading digital wealth management firm with a focus on innovation and client success.
- Opportunity to contribute to the growth and development of our business development strategy.
- Supportive work environment with opportunities for professional growth and advancement.
- Competitive salary and benefits package.
Required Experience:
Contract
Employment Type
Full-Time
