To keep up to date with the company's investment strategies and key themes. Act as a specialist advisor in Fixed income portfolios for client meetings, Building trust and strong relationships with clients alongside the private banker.
Provide investment information (portfolio reviews, performance updates, products information, etc.)
Promote, suitably and consistently with all policies, the full range of investment products and services available in the company's investment offering
Support Private Bankers in their marketing and client acquisition activity
Build strong relationships with Clients, Private bankers, and other business partners in general. Will also train Private Bankers on investment products and services.
Transmit clients and Private bankers feedbacks to the other Wealth Management teams in order to adapt and develop further the company's investment products.
Support the Group Head of Advisory for specific Advisory projects
Perform all duties in accordance with the policies and procedures relevant to your responsibilities, to ensure that you adhere to a culture that treats clients fairly and focuses on the long term. Must seek advice from management in case of doubt
6-7 years' experience ideally in investment advisory, expertise in fixed income investment products. (Essential)
Level 4 RDR compliant qualification such as the CISI Investment Advice Diploma (IAD)
-Level 6 qualification such as the CISI Full Diploma (desirable)
Undergraduate or post-graduate degree (desirable)
Additional relevant professional qualification e.g. CFA
Client would consider a candidate with fixed income portfolio management experience looking to get into role with a client facing capacity.