Opportunity

Investment Counsellor – Global Indian client coverage, Private Banking

London, Flexible working

Investment Counsellors (IC) service the domestic HNW, International and UHNW client segments in the Private Bank. The client segments have a highly diverse client base in terms of the complexity of their needs and their previous investment experience. The role therefore requires a combination of robust technical ability and strong client facing skills which allows for presentations to be adapted to the individual client situation.

Given the breadth of asset class and investment focus involved, combined with the front facing aspect, the role requires a combination of robust technical ability and strong client facing skills.

ICs are client-facing investment specialists who position the investment message of the Private Bank in a portfolio context and provide investment advice directly to clients.

ICs work in conjunction with Relationship Managers (RM) on prospect pitches by delivering the Private Bank’s investment ethos and services to potential clients, therefore credibility with the RM team is key.

Candidates should meet the following requirements:

CFA preferred
RDR minimum level 6 qualification preferred
Acknowledged professional experience in an investment advisory role
Experience of advising Global Indian clients specifically (Indian language skills would also be an advantage.)

To enquire about this role, please tell us a bit more about yourself by answering the questions below.

First name

Last name

Email address

Please briefly tell us why you feel you are suited to this role

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Yes

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Registered Address: Springfield House, Springfield Road, Horsham, West Sussex, United Kingdom, RH12 2RG

We provide a unique executive search service to clients looking to recruit mid-senior financial services professionals who have been on a career break.

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sets out the types of personal data that we collect about you
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What personal data do we collect about you?

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We may also collect sensitive personal data about you, in the form of background reference checks, remuneration and compensation details passport scans and details. We ask for your consent to collect sensitive personal data from you, and further process this data.

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From an agent/third party acting on your behalf
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Use your personal data to match your skills, transferrable skills, experience, knowledge and education with a potential employer or to help find the right candidate for the employer. We will initially collect basic information on you such as contact details, job role and experience and then pass this on to the client in search of personnel. If you are chosen by the client and go through to the next stage we will then be collecting more information from you at the interview (or equivalent) stage and onwards in that manner and will seek your consent to do this.
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Candidate data: Is reviewed on an ongoing basis. We set to review your data with you at minimum every 18 months to see where you are on your journey back to work and ensure our service is still relevant to you and that your data is still accurate. If we have had no communication with you following five years we will delete your records.

Client contact details:If we have had no communication with you following five years we will delete your records.

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If you are a member of The Return Hub, your personal data may be shared with a client who is seeking personnel to ascertain if you are a good fit for the a available position. We may also conduct checks on you to verify the information you have provided and where we do this we may share your information with the referees you have provided us with.

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For members of The Return Hub, referees and clients, our processing is necessary for our legitimate interests in that we need the information in order to be able to assess suitability for potential roles, to find potential candidates and to contact clients and referees.

If you are shortlisted as a candidate, then this may involve the processing of more detailed personal data including sensitive data such as national insurance records, evidence of the right to work in the UK, past salary and remuneration details that you or others provide about you. In that case we ask for your consent before undertaking such processing.

For clients and business associates, we may also rely on our processing being necessary to perform a contract for you or with you for example in contacting you.

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If you do not provide the personal data necessary, or withdraw your consent for the processing of your personal data, we may not be able to match you with available job opportunities.

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Where any automated processing is employed, the decision making process is always done by a human.

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By law, you have a number of rights when it comes to your personal data. Further information and advice about your rights can be obtained from the data protection regulator in your country.

Rights	What does this mean?
1. The right to be informed	You have the right to be provided with clear, transparent and easily understandable information about how we use your information and your rights. This is why we’re providing you with the information in this Policy.
2. The right of access	You have the right to obtain access to your information (if we’re processing it), and certain other information (similar to that provided in this Privacy Policy). This is so you’re aware and can check that we’re using your information in accordance with data protection law.
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We usually act on requests and provide information free of charge, but may charge a reasonable fee to cover our administrative costs of providing the information for:

baseless or excessive/repeated requests, or
further copies of the same information.

Alternatively, we may be entitled to refuse to act on the request.

Please consider your request responsibly before submitting it. We’ll respond as soon as we can. Generally, this will be within one month from when we receive your request but, if the request is going to take longer to deal with, we’ll come back to you and let you know.

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How can you contact us?

If you are unhappy with how we’ve handled your information, or have further questions on the processing of your personal data, contact us at: info@thereturnhub.com

Opportunity

Investment Counsellor – Global Indian client coverage, Private Banking

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