Investment Adviser - Private Client Investment Management
Investment Adviser - Private Client Investment Management
Based City of London
£50,000 - £70,000 + Excellent Package
This is an exciting opportunity for an experienced and qualified Private Client Investment Advisor/Relationship Manager to join an established team within this leading and well respected Investment Management Company. As a Client Adviser, you will be responsible for managing a portfolio of clients and advising them on the management of their investment portfolios. Working on a discretionary basis, you will be responsible for managing existing investment portfolios through an understanding and the reviewing of client's needs. This will include regular client meetings as well as managing relationships with a portfolio of wealth managers.
To apply for this role you will have extensive experience within an Investment Advisory role and will have strong Client Relationship Management skills. Having wide Investment and Fund product knowledge, you will be confident in your ability to deal with a wide variety of individuals and situations. You must be CF21 qualified and you will have excellent self-management and communication skills.
For more information please contact Ann Wollaston
Salary: 50-70K
Contact Name: Ann Wollaston
Email: awollaston@evolutionrecruit.com
Phone: 02078474022
---------------------------------------------------------------