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Independent Wealth Manager – Russian and CIS Markets. WealthTech Solution. London Filled

Industry Business Development, Financial Services, New Technology and Web Development, RSI Executive Search
Location London
Job Type Permanent
Package Negotiable for the right candidate
Date 23 November 2018

Tired of working for a corporate institution as senior relationship manager? Would prefer to be in charge of your own time and achievements within rapidly growing firm? Passionate about FinTech and WealthTech? Would like to be one of the first joiners? Can transfer sustainable client portfolio across? Willing to learn about holistic wealth management and contemporary ways of exceeding your clients’ expectations?


Our dynamic and forward-thinking client is offering a state of the art WealthTech solution, and you can become a valuable free-spirited team member they are just looking for. The role is offering a highly competitive structure of commission – you can earn your yearly salary with bonus from one phone call, as well as a potential equity share in the business. You are not required to be present in the office all the time, actually, you can be working from wherever you prefer. All we need is your honest and capable approach to work and hunger for success.


Job Description


  • Liaising with founders and other early employees to develop and expand the business and client base. Overseas travel may be required.
  • Promoting and fully utilising the full range of products and services with clients, advising the clients on the usage and benefits of the solutions
  • Communicating on a regular basis with established clients to ensure that the highest level of service is being delivered at all times
  • Increasing knowledge of the independent wealth and asset management sector as well as the WealthTech solutions
  • Responding to enquiries and providing guardianship and consultancy services to a discrete number of clients personally


Key requirements


  • British/EU citizenship or no need for working visa sponsorship
  • Sound and transferable book of wealth management business, HNW clients and contacts
  • Professional qualifications required by the FCA to advise professional and/or retail clients (CF30)
  • Ability to handle wealth management holistically, i.e. cover 360 degrees of client needs
  • 7+ years’ experience in Russian speaking wealth management industry
  • Desire and skills to conduct client business in a digitally assisted manner
  • Masterful relationship management acumen
  • Self-discipline
  • University degree
  • Independent decision making
  • ‘Can do’ personality
  • Constant and never-ending improvement mentality
  • Team spirit, as well as an entrepreneurial self-sufficiency to deliver results
  • Sense of humour is non-negotiable!


Ideally you will be based in the UK, but we will also look at the candidates based in Europe and Russia/CIS for the distance working opportunity. No UK working visa can be provided at this stage.


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