Investment Counsellor/portfolio Manager

3 weeks ago


London, United Kingdom eFinancialCareers Full time

Our client is currently seeking a select number of Investment Councellors/Portfolio Managers with a minimum of 5+ years experience of delivering and explaining DFM and Advisory services to UHNW clients, both those with existing portfolios and to help RMswin new business. Candidates must have a background in delivering face 2 face advise, be comfortable in explaining investment ideas and theories and enjoy the client interaction side of the role. Minimum qualification RDR Level 4 however Level 6 Charteredstatus would be preferable.


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