Investment Consultant

2 weeks ago


London, Greater London, United Kingdom Isio Full time

About the Role

We are seeking a highly skilled Investment Consultant to join our team at Isio. As an Investment Consultant, you will play a key role in providing expert investment advice to our clients, helping them achieve their financial goals.

Key Responsibilities

  • Provide support in the provision of investment advice to clients, including designing innovative investment strategies and attending client meetings.
  • Take responsibility for checking the work of junior team members and drafting reports.
  • Act as a point of contact for clients and support new business activities, including the production of tender submissions.

Requirements

  • Recently completed the Actuarial or CFA exams, or close to completion.
  • Excellent client management relationship skills, with the ability to build strong relationships and manage clients effectively.
  • Strong analytical and organisational skills, with the ability to take on a high level of responsibility.
  • Excellent communication skills, with the ability to work effectively and collaboratively in a team.

What We Offer

As an Investment Consultant at Isio, you will have the opportunity to work with a talented team of professionals, providing expert investment advice to our clients. We offer a competitive salary and benefits package, as well as opportunities for career development and growth.


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