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Investment Advisor , Private Bank , CF30 , CFA

Employer
JJ Search
Location
London, United Kingdom
Salary
70,000-90,000
Closing date
Jun 7, 2019

View more

Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
The Role:

The Investment Advisory team provide a highly technical investment service to advisory clients - covering structured products, private markets and multi asset class portfolios - mutual funds, equities, bonds.

The Investment Advisory team also market their service internally to the Private Bank Relationship Managers with their investment clients.

The Investment Advisor role is a client-facing investment generalist who position the message of the Investment Group in a portfolio context and provide investment advice directly to clients.

The Investment Advisor role will also focus on asset growth, assisting Relationship managers achieve financial targets too, supporting Relationship Managers in their marketing and client acquisition activity.

Investment Strategy Execution: To undertake portfolio reviews and proposals, continuously strengthen and disseminate investment product and investment proposition capabilities through coordination with product specialist teams.

Demonstrate a good understanding of the importance of the key asset, revenue, quality of revenue and product mix targets at the business and team level.

Prepare investment proposals to assist in winning new investment advisory clients.

Perform client portfolio reviews and identify opportunities for providing proactive investment advice - strategic and tactical.

Strengthen and disseminate product and investment proposition capabilities.

Demonstrate excellent knowledge of financial and macro developments in order to have high level communication with clients.

The Candidate

5 + years professional experience in investment advisory, a strong expertise in a specific investment product or service would be desirable.

CF30 ESSENTIAL

CFA and / or IAD, CISI DIPLOMA, PCIAM

Highly technical which a strong multi asset class investment knowledge.

Private Wealth Management background - Investment Management / Private Banking. An understanding of Private Clients and previous experience of dealing with HNWI

A Strong client focus and ability to drive client business and build internal relationships to sell the advisory service.

Personable and persuasive

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