HNW Investment Counsellor

Private Banking, Canary Wharf
Reference: A/1770
  • Experienced client-facing investment specialist (5+ years within UK regulatory environment) to provide investment advice directly to a diverse HNW client base
  • Apply robust technical ability and strong client facing skills, working closely with Relationship Managers to offer appropriate investment solutions to clients, attracting/enhancing client relationships and profitability
  • Assess client needs, developing a comprehensive investment strategy, coordinating sales and execution against that strategy, and monitoring performance and appropriateness of the client’s overall investment portfolio
  • Perform ongoing portfolio reviews to align client portfolios to their risk profile and investment objectives
  • Previous advisory experience required, CFA preferred, RDR minimum level 6 qualified

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