A seasoned investment professional and Chartered Wealth Manager, is sought by this leading investment house 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. The role will require you to demonstrate significant experience in a similar role within DFM, strong stakeholder management skills and the ability to build a network of contacts.
Your remit will be to promote and grow the firm’s discretionary wealth business by educating in-house advisors and clients, attending client meetings as SME 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 client-focussed professionals 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.