Job Description

At

Fortis Wealth Management

we have a steadfast commitment to sustainability and the financial well-being of individuals.

We are currently seeking

Investment Advisory Wealth Managers

to join us on our journey of expansion and progress across the European Union.

At the heart of our operations is a culture defined by hard work, collaboration, and a commitment to excellence. We are an ambitious, fast-growing organization, and we are looking for like-minded individuals who are ready to grow with us.

Our core mission is to provide

personalized, independent financial advice

to every client.

As a Wealth Manager, I guide individuals through their financial journeys, offering advice tailored to their unique needs. With our cross-border licenses and innovative tools, I am able to deliver solutions that are both global and client-specific.

Key Responsibilities

Manage and develop a personal portfolio of wealth management clients (B2C). Build and maintain long-term client relationships through tailored advice and regular communication. Grow assets under management (AUM) by identifying client needs and providing suitable recommendations. Conduct thorough client reviews and deliver customized wealth management strategies. Educate and empower clients with needs-based solutions. Stay on top of market trends and changing client circumstances to recommend relevant products and services. Advise on a wide range of wealth solutions, including Lump Sum Investments, Fixed-Income Products, Global Funds, and more. Maintain compliance with regulatory standards and stay informed about industry changes.

Required Skills

Bachelor's degree in business, finance, economics, or a related field (preferred). Strong analytical and numerical skills with attention to detail. UK CISI Level 4 advisory qualification Previous experience with high-net-worth clients is advantageous. Knowledge of offshore investments, bonds, or pension products is a plus. Trustworthy, professional, and a collaborative team player committed to delivering excellent service. Strong judgment and the ability to analyze risk. Proven track record in financial sales. Ambitious, target-driven, and goal-oriented.

What We Offer

Opportunities to pursue industry-recognized chartered qualifications. Multiple career paths and potential for relocation across regions. Transparent commission structures and competitive bonus schemes. In-depth training on both an individual and team level. Engaging client and team events to support relationship-building and company culture. We are authorised to introduce business to our master agency, which is regulated and authorised under MiFID by the Cyprus Securities & Exchange Commission, Licence No. 328/17 For non EU Business, our master agent is licensed by the Mauritius Financial Services
Commission License No. C116016070

Please note

: This role is ideally suited to experienced and UK qualified IFA candidates. It is not intended for individuals from accounting, auditing, or general financial management backgrounds. This is a client-facing, performance-driven profession.

Job Type: Full-time

Pay: 72,988.00-84,516.00 per year

Additional pay:

Commission pay
Application question(s):

Are you familiar in dealing with offshore / international life companies like Zurich, Utmost, Friends Provident RL360, Ardan, Hansard International, Friends Provident Internatonal, Sovereign Pension services, Investors Trust and others? Do you have any UK pension transfer experience (QROPS)? Which country or countries is your passport(s) from? Do you have any university degrees? If so, please name them. Are you a UK Level 4 CISI or equivalent candidate (ie DipFA, DipPFS etc) or have a CFP? Have you worked in an investment product sales capacity in an offshore wealth management agency or brokerage before? Do you have sufficient savings to afford a relocation and getting started in a new country? Do you have international or so-called offshore investment advisory experience?
Work Location: Remote

Reference ID: Fortis3