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Investment Performance Specialist

2 months ago

London, Greater London, United Kingdom Euro London Appointments Full time
Job Description

Are you passionate about finance and investments? Do you excel in building strong client relationships and crafting innovative investment strategies? Euro London Appointments is a leading financial services firm known for their commitment to client success and cutting-edge financial and investment solutions.

Key Responsibilities:
  • Client Relationship Management: Build and maintain strong, long-lasting relationships with Swedish-speaking clients, understanding their needs and financial objectives.
  • Investment Strategy Development: Develop and implement customized investment strategies, focusing on maximizing returns while managing risk.
  • Risk Assessment and Management: Evaluate financial risks and develop strategies to mitigate potential losses.
  • Data Analysis: Utilize advanced data analysis and Excel skills to analyze market trends and investment opportunities.
  • Collaboration: Work closely with the sales and analytics teams to support business development and client acquisition efforts.
  • Performance Monitoring: Regularly review and report on investment performance, making adjustments to strategies as needed.
Requirements:
  • Fluency in Swedish and English (both written and spoken).
  • Bachelor's degree in finance, economics, business, or a related field.
  • Relevant experience in investment advising may be considered in lieu of a degree.
  • Proven experience in investment advisory or a related financial role desirable.
  • Proficiency in Microsoft Excel and data analysis tools.
  • Familiarity with financial software and platforms is a plus.
What We Offer:
  • Be part of a forward-thinking firm that values creativity and innovation in financial solutions.
  • Access to continuous professional development and career advancement opportunities.
  • Enjoy a competitive salary with performance-based bonuses and a comprehensive benefits package.