Client Investment Specialist (12 Month FTC)

Quintet Private Bank; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading private bank specializing in wealth management is looking for a Client Investment Specialist in the Greater London area. In this role, you will manage high-value Advisory client relationships, providing tailored investment solutions. Candidates must hold relevant UK certifications and have substantial experience in managing Advisory processes. The position requires a client-centric mindset, attention to detail, and strong communication skills. This is a full-time role, offering opportunities for personal and professional growth.

Qualifications

• Must hold relevant UK certifications (Level 4 IAD and/or Level 6 PCIAM).
• Extensive experience in a similar role is required.
• Proven experience in managing Advisory relationships end-to-end.

Responsibilities

• Lead investment proposals and portfolio reviews for bespoke clients.
• Deliver recommendations and execute client requests for bespoke portfolios.
• Support Client Advisors and drive growth with Lending and Wealth Planning.

Skills

Attention to Detail

Client-Centric Mindset

Communication (Verbal & Written)

Collaborative Teamwork

Education

Higher Education (University / Bachelor)

Tools

Active Directory Administration

Financial Services

Job description

Purpose of the Job

Our parent company Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our clients and their families and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others we are small (

When you join us you are joining a company that values diversity of background equal access to opportunities career development collaboration and inclusiveness. We want our employees to feel proud of being part of a company that is committed to do the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes

As a Client Investment Specialist youll be at the heart of our bespoke advisory and discretionary offering working closely with Clients and Client Advisors to deliver strategic high-impact investment outcomes.

Please note : This is a regulated UK role with responsibility for managing high-value Advisory client relationships. Candidates must hold the relevant UK certifications (Level 4 IAD and / or Level 6 PCIAM) and have proven experience in managing Advisory relationships end-to-end including providing investment recommendations and overseeing full suitability processes.

Key Accountabilities

• Lead for investment proposals & portfolio reviews for bespoke clients in discretionary & advisory services
• Lead for delivering recommendation & executing client requests for bespoke advisory portfolios
• Provide an active feedback loop to colleagues in ICs on offering development investment views and product recommendations
• Communicate our house view to Client Advisors and clients ensuring high quality after sales content for discretionary mandates and advisory solutions when needed and requested by clients.
• Implementation of investment views : ensure the different investment views bespoke building blocks are delivered and reflected in Bespoke Advisory solutions.
• Act as the ambassador of the entire Investment capabilities of our Group (i.e. Asset Allocation Structured Solutions Alternatives Fund Solutions Equities Fixed Income and Direct Investments)
• Support our Client Advisors and partner with Lending and Wealth Planning in driving growth.
• Be an agent of change for strategic transformation
• Help develop pitch and oversee customised DPM solutions tailored to the needs of bespoke clients

Knowledge and Experience

• Higher Education (University / Bachelor)
• Extensive experience in a similar role
• Portfolio construction
• Asset class analysis
• Single financial instruments analysis
• Financial Markets Techniques

Attributes and Qualities

• Attention to Detail
• Client-Centric Mindset
• Communication (Verbal & Written)
• Collaborative Teamwork

Languages Skills

• Fluent in English additional European language advantageous

Required Experience

IC

Key Skills

• Active Directory Administration
• Financial Services
• Benefits & Compensation
• Cosmetology
• Architecture

Employment Type

Full Time

Experience

years

Vacancy

1