Investment Services Professional

4 days ago


London, Greater London, United Kingdom mbf Full time
Job Description

A leading company in Fintech seeks a highly skilled Financial Services professional to contribute to its success.

About the Role
  • Conduct thorough portfolio analysis and develop tailored asset management plans
  • Build strong relationships with clients through effective communication and presentation skills
  • Makes informed portfolio recommendations based on risk tolerance and investment objectives
  • Aligns client portfolio strategy with financial planning goals and objectives
Requirements
  • High-achieving graduates (1st Class or 2:1) with 1-3 years' experience in financial services
  • Relevant market qualifications (CII/RO, IMC or CFA)
  • Proficient in Microsoft Office and Google Sheets/Slides
  • Strong financial modelling skills and experience with Bloomberg/Thomson Reuters advantageous
Compensation Package

£65,000 - £75,000 per annum, offering a competitive salary and benefits package

About the Company Culture

A dynamic team seeks exceptional candidates for a meritocratic working environment, offering opportunities to develop careers within Investment Management, Portfolio Construction and macro-economic trends.

What We Offer

An opportunity to transform the wealth planning industry, providing insight into financial pictures and supporting the development of careers in personal financial planning

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