Wealth Manager

Chertsey, Surrey
Limitless Prospects Ltd T/A Success Moves

Amazing Six-Figure Opportunity for Asset Management Consultant (Wealth Manager)

Role: Asset Management Consultant

Based: Office Based: Hybrid working available for the right candidate – after a successful first month, proven self-discipline and results could allow for 4 days in office and 1-day remote work.

Where: Chertsey, Surrey (Parking, Near to Rail station).

When: Mon- Fri

Salary: £100k OTE including Basic £2k/ mth

My client is offering a unique opportunity to dramatically increase your income and improve your lifestyle for you and your family we are looking for a bright, talented individual that has the drive to succeed and would like to progress within the Company.

Are you a motivated sales professional looking for a stable salary with high earning potential?

Do you want to develop your career in alternative investment consultancy with the security of a base salary? If so, we want to hear from you!

About My Client

My Client is an alternative investment consultancy based in Surrey, specialising in high-yield investment opportunities across the world. They help high-net-worth individuals (HNWIs), investors, landlords, and savers grow their wealth through asset-backed contracts with fixed passive monthly income, secure, simple and profitable proposition.

The Role

As a Wealth Manager/ Asset Management Consultant, you will:

• Engage with HNWIs and investors, introducing them to high-demand asset-backed solutions providing passive monthly income and short-term high-yield investment opportunities.
• Build and maintain a pipeline of high-value clients. You will be responsible for generating your own leads, aiming to present in person or via Zoom/Teams five times a day. Prospecting is a key part of your role. While they advertise extensively, you are responsible for building both B2B and B2C leads.
• Confidently present, promote, and close investment deals.
• Guide clients through the investment process with expert industry knowledge. You must be knowledgeable on interest rates, business and financial and investment news.
• Work in a fast-paced, high-reward environment with uncapped commission potential.
• Be bright, presentable, fluent in English speech, and willing to engage in continued self-development through books, audio, and networking.

• Uncapped Earnings – High-performing consultants can earn significantly more.
• Prestigious Surrey Office – Work in a pleasant environment with ample parking.
• Full Training & Mentorship – Expert coaching to enhance your skills.
• Career Growth – Opportunities for leadership and management roles.
• Elite Sales Environment – Join a team of ambitious professionals in a startup-driven atmosphere.

Skills and Experience required:

• Confident, persuasive, and driven individuals.
• Proven experience in investment sales, financial services, or high-value sales (Bankers, Estate Agents, Insurance Sales preferred but not essential).
• Self-motivated, target-driven professionals who thrive in a sales environment.
• Strong communication, presentation, and negotiation abilities.
• A genuine interest in finance, sales, investments, and the environment.

Looking for financial security with strong earning potential?

Apply today !