Investment Manager -Private Clients

Job Description

• Acquiring, nurturing, growing and strengthening relationships within the affluent and HNW segment of customers in order to meet business objectives.
• Cross selling a range of investment, banking and insurance products to these customers in order to meet their financial objectives and thus attaining the revenue objectives of wealth management business.
• Focusing on increasing the Total Relationship Value (TRV) and Assets Under Management of customers as per the business objectives.
• Research industry dynamics
• Analyze complex data sets to identify crucial financial and business information
• Support the execution of deals
• Support ongoing efforts to develop high quality documents, materials, and presentations that may be used at the operational and executive levels.
• Help devise customized financial strategies for existing and prospective clients by conducting market, product, and client analysis

Benefits

The successful candidates will go through comprehensive training to help you become a leading industry professional.

We offer competitive uncapped weekly commission packages.

Job Requirements

The successful candidate will need –

• to be self-motivated and possess strong communication, influencing and organizational skills
• to be highly numerate with a degree in a quantitative area, Finance, Economics or Mathematics (Masters is an added advantage)
• ideally part or near completion of a professional qualification such as FCA, CII, CFA, DipFA or CISI will be an added advantage
• Ideally possessing a minimum of financial and investment analysis and advise experience