A highly regarded and prestigious Private Bank based in London
The Investment Advisor will work closely with the Relationship Managers in participating, contributing and presenting Investment Proposals and in pitching ideas for Client Investment Portfolios. The Investment Advisor will promote the Advisory & Discretionary Services of the Private Bank.
The Investment Advisor will develop and implement tailor-made investment proposals for portfolios ensuring they are based on the client investment strategy and restrictions, also aligning with the business objectives
The Investment Advisor will prepare, analyse and comment performance reporting for UHNWI clients and will conduct regular portfolio reviews to create new investment ideas / switch recommendations of existing positions.
The Investment Advisor will closely follow developments in financial markets and contribute and assist in managing local holding based initiatives to increase business risk management and client satisfaction
The Investment Advisor will monitor potential risk activity in client portfolios, and escalate identified operational and investment risks appropriately and within a timely manner.
5 years + experience in a Private Banking or Wealth Management environment with an Investment Management Advisory background and client facing experience in this capacity.
Must be Level 4 RDR qualified and keen to works towards Level 6 if not already achieved (IAD, IMC, CFA, PCIAM or equivalent)
Be confident in building strong partnerships with internal Relationship Managers, working collaboratively with colleagues and clients to meet shared objectives.
Must strive to achieve results in a consistent manner.
Take ownership and be accountable for decisions made.