Investment Advisory Specialist
2 days ago
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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