Investment Counselor, Product and Investment Solutions, Wealth Management

Psychbilling; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Greater London is seeking an experienced Investment Counselor who is passionate about assisting front office staff in generating revenue from wealth management products. The ideal candidate will have over 8 years of experience in Private Banking/Wealth Management and a strong command of investment products. Responsibilities include providing portfolio advice to private clients, leading client discussions, and building long-term client relationships. Fluency in English and Chinese is required.

Qualifications

• Minimum 8+ years of experience in financial institutions, preferably in Private Banking/Wealth Management.
• Extensive knowledge of investment products including equities, fixed incomes, funds, and structured products.
• Strong command of written and spoken English, Mandarin and Cantonese.

Responsibilities

• Provide client portfolio advisory to private wealth clients.
• Lead discussions with clients and relationship managers.
• Monitor client portfolios for performance and investment opportunities.
• Assist relationship managers in serving sophisticated clients.

Skills

Client focused

Strong business acumen

Presentation skills

Sales skills

Analytic skills

Technical skills

Relationship building skills

Education

Bachelor degree in Finance, Business Administration, or related fields

Job description

Position Description

We are looking for investment counselor passionate to assist front office staffs to generate revenue from wealth management products/wealth planning services by providing client portfolio advisory to private wealth clients on multi-asset classes. The candidate is also expected to build a highly proactive and long-term relationship with private wealth clients by acting as the second point of contact to offer market views and executing investment strategies for the clients.

Key Areas of Responsibilities

• Provide client portfolio advisory to private wealth clients on multi-asset classes including equities, fixed incomes, funds, and structured products based on house view.
• Lead discussion with clients along with relationship managers with focus on effectively delivering multi-asset ideas aiming to maximize client’s portfolio performance consistent with client’s objective and risk profile.
• Act as the second point of contact by offering market views, planning and execution of investment strategies to private wealth clients.
• Monitor client portfolios for performance, appropriateness and investment opportunities.
• Assist relationship managers to serve sophisticated client and keep abreast of investment market latest trends and new product offerings.
• Ensure integrity of sales process and compliance with internal policies and regulatory requirements.
• Build a highly proactive and long-term relationship with private wealth clients by generating and sustaining revenue growth whilst broadening client base.

Requirements

• Minimum 8+ years of experience in financial institution preferably Private Banking/Wealth Management specializing in sales & marketing of investment products, dealing experience will be an advantage.
• Bachelor degree or above with major in Finance, Business Administration Economics or related disciplines, professional qualification of CFA/FRM/CPA is preferred.
• Extensive knowledge of investment products including equities, fixed incomes, funds and esp. structured products.
• Client focused with strong business acumen, presentation (both written and oral), sales, analytic, technical and relationship building skills.
• Strong judgment and high level of professional and personal integrity.
• Strong command of written English / Chinese and spoken Mandarin, Cantonese and English.