Investment Management

Investment Advisor

London

Expiry date:
2022-07-16
Start date:
ASAP
Job type:
Permanent
Job ID:
HC1606

About the role:

Key Responsibilities:

  • Retention and servicing of existing HNW clients.
  • Development of new business.
  • Work alongside relationship managers to generate lead flow.
  • Actively promote the company’s products and offering.
  • Ensure that portfolio solutions are provided to clients within a timely manner.
  • Understand different risks associated with various investment products and your client’s attitude towards this.

Competencies:

  • Strong investment knowledge and interest.
  • Organised, reliable, and resilient.
  • Analytical mind set.
  • Excellent communication skills.
  • Team player.
  • Pro-active individual.

Qualifications/Experience:

  • 3+ years of experience in another investment orientated position.
  • RDR Level 4 qualified (IMC ideal).
  • Understanding of risk management within a similar asset/investment manager.
  • Experience in dealing with HNW clients.

Expiry date:
2022-07-16
Start date:
ASAP
Job Type:
Permanent
Job ID:
HC1606

Sounds good?

Does this role sound like the right for for you? Apply using the form and one of the Goodman Masson team members will get back to you as soon as possible. Good luck!

Apply for the role


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