Financial Services Professional
4 weeks ago
Job Title: Financial Services Professional
Job Summary:
We are seeking a highly skilled Financial Services Professional to join our team at Randstad Financial & Professional. As an Investment Adviser, you will be responsible for providing expert financial guidance to high net worth individuals, families, and business owners.
Key Responsibilities:
- Establish a client base of high net worth individuals, families, and business owners.
- Foster trusted, long-term relationships using personalized service and advice.
- Understand clients' investment plans and objectives to advise portfolio construction, including overall asset allocation, tactical shifts, and security selection.
- Monitor and adjust investments based on current market conditions.
- Manage and advise clients to invest their assets and manage their financial needs.
- Conduct comprehensive reviews of clients' financial portfolios and provide quality advice on strategic investments.
- Grow new assets by identifying and developing new business opportunities from existing client bases.
- Convert non-active assets into assets managed with an investment management mandate or on an advisory basis.
- Follow through on the investment actions approved by clients.
- Maintain proper documentation of investment actions taken on behalf of clients.
- Maintain an up-to-date knowledge of investment products.
Requirements:
- Applicants are expected to hold the required qualifications and abide by the standards set by the Financial Conduct Authority (FCA).
- In the case of CISI-Level 4 Investment Advisor Diploma, applicants are expected to hold Securities and Derivatives diplomas.
- Minimum 5 years of experience in a similar Investment Advisor position.
- FIA/FFA, CFA, or equivalent qualifications are preferred.
- Strong knowledge of financial markets, in all asset classes and investment vehicles (FX, bonds, stocks, funds, derivatives, structured products, hedge funds, PEs).
- Client and service-oriented personality with excellent selling and presentation skills, ability to communicate complex subjects at different levels.
- Excellent interpersonal skills and trustworthy team player.
- Excellent written and oral skills in English; additional languages are a plus.
- Profound knowledge of MS Office and Bloomberg.
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