Investment Senior Consultant

12 hours ago

London, Greater London, United Kingdom Marketing Leads UK Ltd Full time
Job Title: Investment Senior Consultant

We are seeking a highly skilled Investment Senior Consultant to join our team at Marketing Leads UK Ltd. As a key member of our financial services team, you will be responsible for providing expert investment advice and portfolio management services to our clients.

Key Responsibilities:
  • Develop and implement comprehensive investment strategies for clients based on their financial goals and risk tolerance.
  • Manage and monitor client portfolios, making adjustments as necessary to meet performance objectives.
  • Provide regular reviews and updates to clients on their investment performance and goals.
  • Stay informed about market trends and economic developments to ensure the best possible investment advice.
  • Collaborate with other team members to ensure a holistic approach to client financial planning.
Requirements:
  • Minimum of 2 years of experience in investment advising, financial planning, or a related field.
  • Deep understanding of investment products and portfolio management.
  • Proficiency in financial planning software and Microsoft Office Suite.
What We Offer:
  • Competitive salary and performance-based bonuses.
  • Comprehensive health, dental, and vision insurance.
  • Retirement savings plan with company match.
  • Professional development opportunities and support for relevant certifications.
  • Generous paid time off and flexible work arrangements.

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