Seasoned Investments specialists 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, the West of England and the South West and, as such, roles will appeal to suitably experienced candidates either living within or having easy access to, any of these regions or open to relocation
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 in a competitive marketplace.
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 focused 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