Investment Services Professional
4 days ago
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
- 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
£65,000 - £75,000 per annum, offering a competitive salary and benefits package
About the Company CultureA 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 OfferAn 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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