Senior Client Investment Specialist - Bespoke Portfolios

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

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.