Senior Investment Advisor

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Alternative, Bonds / Fixed Income, Private Equity, Property

Location:

London

Agency / Employer:

Direct Employer

Job ID:

78099

Posted:

20/06/2024

Employment Type:

Full-time

Basic Salary:

OTE:

Job Description:

My client is a leading financial services firm dedicated to providing exceptional investment solutions to our clients. We pride ourselves on our client-centric approach, leveraging our expertise to help clients achieve their financial goals.

Job Description: They seek a knowledgeable and experienced Investment Broker to join our team. The successful candidate will be responsible for providing personalized investment advice, developing financial plans, and managing client portfolios. The ideal candidate will have a strong understanding of financial markets, excellent interpersonal skills, and a commitment to delivering outstanding service.

Key Responsibilities:

• Provide tailored investment advice to clients based on their financial goals, risk tolerance, and market conditions.
• Develop comprehensive financial plans and investment strategies.
• Manage and monitor client portfolios, making adjustments as necessary to meet performance objectives.
• Conduct regular reviews with clients to discuss their investment performance, goals, and any necessary adjustments.
• Stay informed about market trends, economic developments, and new investment products.
• Build and maintain strong client relationships through regular communication and exceptional service.
• Collaborate with other team members to ensure a holistic approach to client financial planning.
• Ensure compliance with all regulatory requirements and company policies.

Qualifications:

• Minimum of 2 years of experience in investment advising, financial planning, or a related broker role.
• Deep understanding of investment products, and portfolio management.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to build trust and rapport with clients.
• Proficiency in financial planning software and Microsoft Office Suite.

Skills and Competencies:

• Client-focused with a passion for helping clients achieve their financial goals.
• Strong problem-solving abilities and strategic thinking.
• High ethical standards and integrity.
• Ability to work independently and as part of a team.
• Effective time management and organizational skills.
• Continuous learning mindset to stay updated with industry changes and advancements.
• Competitive salary and performance-based bonuses.
• Comprehensive health, dental, and vision insurance.
• Retirement savings plan with company match.
• Professional development opportunities and support for relevant certifications.
• Generous paid time off and flexible work arrangements.

Senior Investment Advisor

Role:

Broking

Sector:

Alternative, Bonds / Fixed Income, Private Equity, Property

Location:

London

Agency / Employer:

Direct Employer

Job ID:

78099

Posted:

20/06/2024

Employment Type:

Full-time

Basic Salary:

£24,000 - £30,000

OTE:

£120,000.00

Job Description:

My client is a leading financial services firm dedicated to providing exceptional investment solutions to our clients. We pride ourselves on our client-centric approach, leveraging our expertise to help clients achieve their financial goals.

Job Description: They seek a knowledgeable and experienced Investment Broker to join our team. The successful candidate will be responsible for providing personalized investment advice, developing financial plans, and managing client portfolios. The ideal candidate will have a strong understanding of financial markets, excellent interpersonal skills, and a commitment to delivering outstanding service.

Key Responsibilities:

• Provide tailored investment advice to clients based on their financial goals, risk tolerance, and market conditions.
• Develop comprehensive financial plans and investment strategies.
• Manage and monitor client portfolios, making adjustments as necessary to meet performance objectives.
• Conduct regular reviews with clients to discuss their investment performance, goals, and any necessary adjustments.
• Stay informed about market trends, economic developments, and new investment products.
• Build and maintain strong client relationships through regular communication and exceptional service.
• Collaborate with other team members to ensure a holistic approach to client financial planning.
• Ensure compliance with all regulatory requirements and company policies.

Qualifications:

• Minimum of 2 years of experience in investment advising, financial planning, or a related broker role.
• Deep understanding of investment products, and portfolio management.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to build trust and rapport with clients.
• Proficiency in financial planning software and Microsoft Office Suite.

Skills and Competencies:

• Client-focused with a passion for helping clients achieve their financial goals.
• Strong problem-solving abilities and strategic thinking.
• High ethical standards and integrity.
• Ability to work independently and as part of a team.
• Effective time management and organizational skills.
• Continuous learning mindset to stay updated with industry changes and advancements.

Benefits:

• Competitive salary and performance-based bonuses.
• Comprehensive health, dental, and vision insurance.
• Retirement savings plan with company match.
• Professional development opportunities and support for relevant certifications.
• Generous paid time off and flexible work arrangements.

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