I am working with a Global Investment Manager client of mine to appoint an Investment Counsellor.
The Role Building long standing relationships with our clients, ensuring they always receive exceptional service Manage a book of high-net-worth relationships with approximately €100-150 million in assets Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teams Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy Gain advanced finance and capital markets education through our training program The Candidate 2+ years exposure to private clients within the banking/wealth management industry QFA or working towards QFA preferred A sound knowledge of financial concepts, markets, current events and the market you will service your clients in The ability to connect with and educate a variety of audiences Able to maintain positivity and empathise with clients in good times and bad.
Please contact me to discuss this position in confidence.
Skills: QFA wealth management Client Management