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.)