Senior Private Banking Investment Counselor

Psychbilling; Greater London; On-site; GBP 80,000 - 120,000; Full time

Job summary

A global financial services firm is seeking an experienced Investment Counselor to manage relationships with ultra-high net worth clients. Candidates should possess 6–10+ years in investment advice, CACS 1 & 2, and the ability to engage with clients across markets. Responsibilities include providing tailored investment solutions, assessing risks, and partnering with other teams to meet client needs. The role offers full-time engagement in the Greater London area, with a commitment to work-life balance and professional growth.

Benefits

Telehealth services

Learning resources

Generous paid time-off

Qualifications

• 6–10+ years of experience in investment advice.
• Advanced judgment and analytical skills.
• Experience with South East Asian clients.

Responsibilities

• Act as primary client contact for investment advice.
• Build and manage a practice focusing on client relationships.
• Engage with clients on brokerage activity.

Skills

Investment advisory

Client relationship management

Cross-selling

Risk assessment

Education

CACS 1 & 2

CFA or MBA

Job description

A global financial services firm is seeking an experienced Investment Counselor to manage relationships with ultra-high net worth clients. Candidates should possess 6–10+ years in investment advice, CACS 1 & 2, and the ability to engage with clients across markets. Responsibilities include providing tailored investment solutions, assessing risks, and partnering with other teams to meet client needs. The role offers full-time engagement in the Greater London area, with a commitment to work-life balance and professional growth.