Director/Vice President, Investment Advisor, Private Bank, London

Mandate Status: 
On Hold
Mandate Code: 
OBL002/13/11
- Asian private bank is looking to hire an Investment Advisor to strengthen their London team
- Opportunity for direct responsibility over a sizeable portfolio with a view of maximising return on investment

Requirements: 

  • University degree in economics / finance / banking or equivalent
  • At least 7 years of experience in finance most recently in Private Wealth Management
  • In-depth knowledge of fixed income, structured products, options and futures, funds, and alternatives
  • Broad knowledge of equity selection with proven selection and / or management process
  • Ability to analyse products with a view to improve trading revenues, return on investment for clients and upgrade accounts
  • Good understanding of asset allocation requirements
  • An organised approach to work and a high level of attention to detail
  • Holder of CFA or equivalent

Responsibilities: 

  • Work alongside UHNW and HNW Relationship Managers to identify appropriate investment strategies tailored to client needs in order to generate new business and add value to existing client portfolios
  • Independently manage a sizeable portfolio in a view of maximising return on investment
  • Actively contribute to the investment ideas of the Wealth Management team
  • Have ownership of tactical and strategic investment ideas
  • Present and communicate portfolio recommendations to Relationship Managers and clients
  • Build and promote the investment advisory offering inside the bank and with prospects
  • Maintain close working relationships with in-house and external experts, investment platforms and product specialists to ensure client insights and market intelligence are reflected in portfolios

Tabs

Apply Now