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Investment Counsellor

Meraki Talent
London, United Kingdom
£60k - £70k
Closing date
Jun 8, 2023

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Meraki Talent's client is currently seeking to hire an Associate level Investment Counsellor into their Global Private Banking business in London. Our client is leading name in Global Banking. Their Private Banking business is an investment focussed proposition which offers sophisticated HNW and Family Office clients access to best-in-class investment solutions as well as wider Banking services.

As an Investment Counsellor you will be providing a comprehensive investment advisory service across a range of asset classes. This role sits within the firm's Ultra HNW and Family Office team and requires a combination of investment technical as well as client facing skills. As a client facing investment specialist you will also be supporting the Relationship Managers in business development efforts including new business pitches.

This role would suit an individual who is looking for the next step in their Private Banking/Investment Advisory career. You will be supporting the Director level IC's with client solutions and relationships. It is essential you have worked with UK-based HNW clients and hold an RDR Level 6 Qualification (or ideally CFA).

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