Private Wealth Investment Advisor - Multi-Asset Strategy

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

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.