Seasoned Investments specialist with relevant professional qualification (Chartered Wealth Manager or CISI Diploma) and significant private client experience sought by this leading investment house. Key responsibility will be to manage relationships with HNW Private Clients and the firm’s network of financial advisors, acting as subject matter expert with regard to Discretionary Investments. Our client offers several opportunities across Wales and the South West and proven knowledge of the region is essential.
The role requires applicants to demonstrate significant experience of a similar role within Discretionary Investments, strong stakeholder management skills and the ability to build a network of contacts. Remit will be to promote and grow the firm’s discretionary wealth business by educating in-house advisors and clients, attending client meetings as subject matter expert with regard to investment products. A good working knowledge of the regulatory environment is essential, together with a commercial approach and superior communication and presentation skills.
The role will suit a client focussed individual with excellent market knowledge seeking to specialise in the fields of investment advice and client management. A collegiate approach and strong team focus are essential.