Investment Advisory Specialist

2 days ago


London, Greater London, United Kingdom JCW Full time
Investment Advisory Position

JCW is seeking a highly skilled Investment Advisory Analyst to join our team in London. As part of our Investment Advisory team, you will be responsible for delivering high-quality investment advice and supporting the team in performing detailed financial analysis.

Job Description:

  • Deliver investment counseling services to clients
  • Assist in the preparation of asset allocation balance sheets and implementing portfolio recommendations
  • Research investment topics and assess product suitability for clients

The successful candidate will have an undergraduate or master's degree in finance, economics, or a quantitative field from a leading university. A minimum of 2-4 years of relevant experience in investment consulting or wealth management is required, with excellent quantitative skills and experience in Excel.

Compensation:

Estimated salary: £65,000 - £85,000 per annum

Professional Development Opportunities:

  • Opportunities for career progression
  • Professional training and development programs


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