CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
By engaging our integrated professional tax and independent wealth advisory services, you can be confident that our team of experts will work with you to ensure that you receive outstanding advice to meet your needs, whatever they may be.
you'll implement the marketing plan as developed by the Regional Head and to generate sales within the region predominantly from new client wins. The role is a market facing one, which will include developing work for other team members where appropriate. you'll have a strong awareness, understanding of and ability to communicate the benefits of and support available through Business Growth Services offerings
you'll promote the Investment Proposition to effectively win target market clients.
you'll oversee the delivery of service to an identified portfolio of "higher value clients".
you'll provides outstanding client service through the Manager team in respect of their own client portfolio.
you'll demonstrate an in-depth knowledge of risk management processes and drives a risk management culture, including ensuring the quality control of written outputs.
Who we're looking for:
you'll have a genuine interest in our clients. We want to provide a distinctive service and unlock potential for growth in dynamic organisations.
you'll know that what you do matters. As an organisation we want to be known for how we
do business, not simply what we do. So, we need people who know that every act matters
from the simple things to the insights we bring to clients.
you'll seize opportunities. We want to adapt quickly and wisely to changing conditions to
optimise growth for both our clients and ourselves.
you'll apply critical reasoning to bring clarity and insight. We do it by asking great questions,
listening and drawing on our collective knowledge and experience to really help others grow.
Education, experience and qualifications:
you'll hold at least a Diploma in Financial Planning or equivalent and willingness to develop to Chartered
you'll demonstrate experience of providing quality regulated advice to existing high value clients
you'll have experience of winning new wealth advisory clients
you'll have a demonstrable network of professional contacts
you'll be able to demonstrate full record of CPD and up to date knowledge of current legislation