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Investment Counsellor/Portfolio Manager

London, United Kingdom
£80k - £95k
Closing date
May 8, 2023

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Our client is currently seeking a select number of Investment Councellors/Portfolio Managers with a minimum of 5+ years experience of delivering and explaining DFM and Advisory services to UHNW clients, both those with existing portfolios and to help RMs win new business. Candidates must have a background in delivering face 2 face advise, be comfortable in explaining investment ideas and theories and enjoy the client interaction side of the role. Minimum qualification RDR Level 4 however Level 6 Chartered status would be preferable.

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