Senior UHNW Investment Strategist – Private Bank

Psychbilling; Greater London; On-site; GBP 90,000 - 120,000; Full time

Job summary

A global financial services leader is seeking a Senior Investment Counselor to enhance investment relationships with ultra-high net worth clients. The ideal candidate will have 6-10 years of experience, strong analytical skills, and a track record in providing tailored investment solutions. This role involves direct client interaction, advising on various investment products and capturing cross-selling opportunities in wealth management. Join a dynamic, global team that values collaboration, integrity, and growth.

Benefits

Telehealth options

Learning and development resources

Generous paid time off

Qualifications

• Minimum of 6-10 years of experience in investment advising.
• Experience in providing tailored investment solutions.
• Advanced analytical and judgment skills.

Responsibilities

• Serve as the primary investment advisor for ultra-high net worth clients.
• Identify and introduce new clients to investment opportunities.
• Optimize client relationships through deep investment knowledge.

Skills

Investment advice

Client relationship management

Market analysis

Risk assessment

Education

CACS 1 & 2 required

CFA or MBA preferred

Job description

A global financial services leader is seeking a Senior Investment Counselor to enhance investment relationships with ultra-high net worth clients. The ideal candidate will have 6-10 years of experience, strong analytical skills, and a track record in providing tailored investment solutions. This role involves direct client interaction, advising on various investment products and capturing cross-selling opportunities in wealth management. Join a dynamic, global team that values collaboration, integrity, and growth.