Our client, a large independently owned Wealth Manager and Investment Product Provider, is seeking an Investment Consultant to be a key member of their Direct Clients team.
The successful candidate will create diversified investment portfolios for High Net Worth (HNW) / Corporate clients, implement focused and sustainable investment growth strategies, and ensure all regulatory and compliance obligations are met.
Additionally, the individual will develop organic Asset Under Management (AUM) growth across existing clients, leveraging their skills in relationship management, sales, and business development plans.
To be successful in this role, candidates should possess:
* 5+ years of relevant post-qualification experience
* A proven track record in acquiring new business, sales, and relationship management
* An in-depth understanding of investment markets and products
* QFA qualification; CFP/CFA, or working towards, is advantageous