Seasoned Investment 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. Applications from qualified candidates either living within easy reach of Bournemouth or prepared to relocate, are welcomed.
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 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.
Position will suit client focussed individuals with excellent market knowledge seeking to specialise in the fields of investment advice and client management. A professional and consultative approach and strong relationship and presentational skills are essential.