Experienced Investment Professional Sought for Wealth Management Role

2 weeks ago

London, Greater London, United Kingdom PGS LTD Full time

PGS LTD is a prominent wealth management company based in the heart of Canary Wharf, London's premier financial district.

Job Overview

We are seeking an experienced and dedicated Investment Broker to join our team. As an Investment Broker, you will provide high-net-worth clients with tailored investment strategies and solutions, helping them achieve their financial goals.

About the Role
  • Client Relationship Management: Build and manage a portfolio of high-net-worth clients, providing personalized investment advice and maintaining long-term relationships.
  • Investment Strategy Development: Develop customized investment strategies based on clients' financial goals, risk tolerance, and market opportunities. Utilize asset allocation, risk management, and portfolio diversification techniques.
  • Market Research & Analysis: Conduct in-depth research on financial markets, asset classes, and economic trends. Provide insights and updates on market movements and emerging investment opportunities.
  • Portfolio Management: Oversee and monitor client portfolios, ensuring they remain aligned with investment objectives.
  • Regulatory Compliance: Adhere to all financial regulations, ensuring compliance with industry standards and organizational policies. Stay up-to-date with changes in the regulatory landscape.
  • Sales: Close new business deals over the phone and face-to-face.
Requirements
  • Experience: 3 years of experience in investment advisory, wealth management, or financial consulting, ideally within an alternative investment company.
  • Skills: In-depth knowledge of financial products, alternative investment products. Strong interpersonal and communication skills, with a client-first mindset and the ability to explain investment concepts to clients.
Compensation and Benefits

We offer a competitive base salary of £60,000 per annum, with a performance-based bonus structure. Additional benefits include health and wellness programs, pension scheme, professional development opportunities, and a generous holiday allowance.

Location

This role offers the opportunity to work in the heart of Canary Wharf, surrounded by a dynamic and supportive team environment.

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