Senior Investment Advisor

Page Executive; City Of London; On-site; Confidential; Full time

Job summary

A London-based bank seeks an Investment Specialist to partner with Corporate & Wealth Advisors. This pivotal role involves understanding client needs, developing tailored investment solutions, and mentoring team members. Ideal candidates have extensive market knowledge and experience in wealth management, presenting investment propositions effectively.

Benefits

Excellent salary

Performance bonus

Qualifications

• Significant experience as an Investment Advisor with Corporate & Institutional clients.
• Experience in marketing investments to institutional clients.
• Goal-oriented with independent thinking.

Responsibilities

• Assess client needs to position investment capabilities effectively.
• Develop and pitch investment solutions, including portfolio construction.
• Communicate directly with clients to guide their investment decisions.

Skills

Interpersonal Skills

Self-Motivation

Wealth Management Experience

Presentation Skills

Investment Knowledge

Macro-Economics & Portfolio Construction

Behavioural Economics

Education

Level 4 UK RDR qualification

CFA qualification

Job description

• Investment Specialist, Wealth Management, Institutional,
• Corporate, Investment Management, Investment Specialist

About Our Client

A major London-based bank with global operations, offering retail, corporate, and investment banking services, known for innovation and diversity.

Job Description

This role involves partnering with Corporate & Investment Bank and Private Wealth Advisors to interact directly with Corporate & Institutional clients. The key responsibilities include:

• Understanding Client Needs: Assessing client situations, objectives, and decision-making processes to position the investment capabilities effectively.
• Develop Investment Solutions: Using judgment to design and pitch the right investment solutions, including portfolio construction, asset allocation, and risk management.
• Client Communication: Managing and communicating directly with clients to guide and influence their investment decisions.
• Market Updates: Providing regular updates on major asset classes and financial indicators.
• Collaboration: Working closely with CIB colleagues, Private Wealth Advisors and other investment product and portfolio managment specialists to support client acquisition and revenue growth.
• Mentorship: Acting as a player-coach to mentor and develop others within the investment team.

The role requires extensive financial market knowledge, strong communication skills, and the ability to develop innovative investment strategies. It's a central role in driving the perception of the Bank's investment capabilities and growing investment assets and revenues.

The Successful Applicant

Key Requirements:

• Interpersonal Skills: Exceptional ability to work in a dynamic team.
• Self-Motivation: Plan and execute client acquisition and relationship strategies.
• Wealth Management Experience: Relevant experience for the grade.
• Presentation Skills: Strong skills to showcase the Wealth investment proposition.
• Investment Knowledge: Understanding of equities, bonds, alternatives, derivatives, and foreign exchange.
• Macro-Economics & Portfolio Construction: Excellent knowledge and implementation solutions.
• Behavioural Economics:

Essential Skills/Qualifications:

• Significant experience as an Investment Advisor with Corporate & Institutional clients.
• Success in marketing investments to institutional clients.
• Goal-oriented with independent thinking and problem-solving capabilities.
• Good communication skills for various stakeholders.
• Team player with a resilient personality.
• Level 4 UK RDR qualification (or equivalent) for regulated client advice.

Desirable Skills/Qualifications:

• CFA qualification is an advantage.

What's on Offer

Excellent salary and performance bonus