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Client Investment Advisor
3 months ago
Position Overview
The role involves fostering and maintaining strong client relationships while delivering expert advice to address various challenges. You will oversee a diverse portfolio of clients, ensuring their investment needs are met effectively.
Key Responsibilities
- Develop and nurture client relationships, offering tailored solutions to complex issues.
- Oversee a varied portfolio of clients, ensuring optimal investment strategies are implemented.
- Conduct in-depth research into innovative consulting methodologies and investment offerings.
- Assist in driving new business initiatives and opportunities.
- Provide mentorship and guidance to junior team members, fostering a collaborative environment.
Candidate Profile
- Proven experience in investment consultancy with a strong track record.
- Exceptional communication abilities, with a knack for articulating complex ideas.
- Certification under the SMCR or CF30, authorized by the FCA.
- Ability to express insights clearly and contribute meaningfully to investment discussions.
- Skilled in identifying opportunities for revenue generation.
What We Provide
We are committed to the growth and development of our employees, offering a supportive environment that respects diversity and individual needs.
We offer a competitive salary, performance-based bonuses, comprehensive benefits, and more.
Next Steps
For further inquiries, please reach out to our recruitment team. Please note that candidates will need to provide:
- Confirmation of Right to Work
- DBS Disclosure check
- References from previous employment or education
- Satisfactory credit check
