Senior Private Banker
3 weeks ago
Investment Advisor / Private Banker
Location: London, UK
Position: Investment Advisor / Private Banker
Type: Full-time, Permanent
Package: rewarding
Advance Your Career in Wealth Management
On behalf of a prestigious wealth management firm based in Mayfair, we are recruiting experienced Investment Advisors and Private Bankers to join their expanding team.
This firm is dedicated to delivering tailored investment solutions to high-net-worth clients, and they are looking for driven professionals who excel in client relationships and portfolio management. If you're a growth-oriented team player with a strong track record, this could be the perfect opportunity.
About the Firm: This dynamic wealth management firm provides sophisticated investment strategies to high-net-worth clients, emphasizing integrity, client focus, and innovation. With a collaborative, client-centered approach, they empower their clients to achieve their financial ambitions confidently.
Role Responsibilities:
As an Investment Advisor / Private Banker with this firm, your key responsibilities will include:
- Managing client portfolios: Engage in joint portfolio management, developing investment strategies tailored to clients' goals.
- Building client relationships: Foster and maintain strong, long-term relationships with both new and existing clients, ensuring client satisfaction and retention.
- Driving revenue growth: Meet revenue targets through new business development, expanding the client base in alignment with firm objectives.
- Generating and following up on leads: Utilize your network to identify leads and convert them into valuable client relationships.
- Coordinating business development events: Organize high-impact networking events aimed at attracting prospective clients and strengthening existing client bonds.
- Interfacing with financial media: Represent the firm in financial media, enhancing visibility and thought leadership.
- Co-managing the financial analyst team: Work closely with the analyst team to ensure quality research and due diligence in support of client portfolios.
Ideal Candidate Profile:
- Experience & Expertise: extensive experience in investment advisory, private banking, or wealth management, with strong knowledge of portfolio management, due diligence, and investment strategies.
- Relevant Qualifications: Ideally, a CFA Level 1 (or higher) certification or an equivalent credential in finance or investment.
- Financial Market Knowledge: Proficient in a range of investment products, including alternative investments, and up-to-date with market trends.
- Communication Skills: Exceptional verbal and written skills, with the ability to convey complex financial concepts clearly to clients.
- Team-Oriented Approach: A collaborative, “can-do” attitude with a commitment to team goals and success.
- Strong Organizational Skills: High attention to detail, well-organized, and adept at managing multiple priorities.
If you have relevant experience and have looked after HNW /UHNW individuals or families, please do get in touch.
Thanks
Parv
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