Meraki Talent's client is currently seeking a talented Investment Consulting professional to join their business in London. Within their Investment Consulting they provide advisory services to a diverse client base which includes Private Investors, Sovereign Wealth Funds, Financial Institutions and Corporates on various matters around investment policy, asset allocation, manager selection and monitoring and counterparty risk management.
Due to business growth, opportunities have arisen at both Manager and Senior Manager level for an experienced Investment Consultant to join with an initial focus on Private Investors. In the role you will be providing advisory services to UHNW individuals on differing investment styles and approaches which are on offer and which are best suited to meet the client's investment objectives.
This is a client facing role which requires strong knowledge of the fund management domain and the various products and strategies which are on offer. First class client management and relationship building skills are required to and an appreciate of the needs of private investors would be beneficial. The firm utilise external providers of performance reporting services so there is an aspect of vendor management for the role also.
For this role my client's preference is for the successful candidates to have or be advanced in the Chartered Financial Analyst qualification. Experience in a Consulting environment is required.