Investment Officer
Description
Are you a ‘Advisor’ professional with experience in Investments, Funds and Trusts?
Are you a proactive qualified advisor within Financial Services, looking to develop your experience within a fast-paced dynamic environment?
Our client, a large financial services firm, are looking to hire an self-motivated investment management specialist to join their expanding team.
Offering someone a competitive base salary and unique opportunity to …
- Confidently liaise and network with senior stakeholders and management across the firm, building partnerships.
- Work on client portfolios, build out new business opportunities / clients, adhering to relevant compliance policy and ensuring recommendations are accurate.
- Use emotional intelligence and technical abilities to ensure clients are collaborated with and serviced fully, maximizing wealth optimization opportunities.
Ideally you will be or have …
- At least 5-6 years of experience within a similar Financial Services or Investment services environment.
- Relevant qualifications for example CFA, CFP OR CIM.
- Strong stakeholder and relationship building skills with those at all levels across the business.
- Experience with organisation, multi-tasking, problem solving and being able to manage your own workload.
- Experience of working to tight deadlines and making decisions on what to prioritise.
If this sounds like a good fit for you, or someone from your excellent network that you could kindly recommend, please reach out on [email protected]