Investment Broker

My client is seeking a dynamic and detail-oriented Managed Accounts Specialist to join their Wealth Management team. The ideal candidate will have a strong background in financial services, experience in managed accounts, and a passion for delivering exceptional client service.

Key Responsibilities:

• Manage and nurture relationships with a portfolio of clients, ensuring their financial goals are met.
• Conduct regular reviews and updates of client portfolios, adjusting strategies as needed to align with changing market conditions and client objectives.
• Provide timely and accurate reporting on portfolio performance, fees, and investment strategy changes.
• Collaborate with investment managers and advisors to design and implement personalized investment strategies.
• Monitor portfolio allocations and investment performance, making data-driven decisions to optimize returns.
• Ensure compliance with regulatory standards and internal policies in all portfolio management activities.

• Serve as the primary point of contact for clients regarding their managed accounts.
• Prepare and deliver presentations to clients on their portfolio performance and strategic recommendations.
• Coordinate with internal departments to facilitate smooth client onboarding and account maintenance processes.

• Identify opportunities to enhance client relationships and expand the scope of managed account services.
• Support the development of marketing strategies and materials to promote managed accounts services.
• Participate in client prospecting efforts and contribute to business growth initiatives.

Skills:

• Client-centric approach with a strong commitment to delivering high-quality service.
• The ability to close deals over the phone.
• Ability to work independently and collaboratively within a team.
• Strong organisational skills and attention to detail.
• Problem-solving skills and the ability to make sound decisions under pressure.
• Experience loading deals.

What We Offer:

• Competitive salary and benefits package.
• Opportunities for professional development and career growth.
• A collaborative and supportive work environment.
• Commission up to 20%

Growth Investments
London, United Kingdom
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Job ID: 78225
Posted: 15/08/2024
Employment Type: Full-time
Basic Salary: £18,000
OTE: £120,000.00