Responsibilities:
- Establish a client base of high net worth individuals, families, business owners,
- Foster trusted, long-term relationships using personalised service and advice,
- Understand client's investment plan and objectives to advise portfolio construction including overall asset allocation, tactical shifts and security selection;
- Monitor and adjust investments based on current market conditions;
- Manage and advise clients to invest their assets; and manage their financial needs;
- Conduct comprehensive reviews of clients' financial portfolios and give quality advice on strategic investments.
- Grow new assets by identifying and developing new business opportunities from existing client base;
- Convert non active assets into assets managed with an investment management mandate or on advisory basis;
- Follow through on the investment actions approved by clients
- Maintain proper documentation of investment actions taken on behalf of clients
- Maintain an up-to-date knowledge of investment products
Experience Required:
- Applicants are expected to hold the required qualifications and abide by the standards set by the Financial Conduct Authority (FCA)
- In the case of CISI-Level 4 Investment Advisor Diploma, applicants are expected to hold Securities and Derivatives diplomas
- Minimum 5 years of experience in a similar Investment Advisor position
- FIA/FFA, CFA or equivalent qualifications are preferred
- Strong knowledge of financial markets, in all asset classes and investment vehicles (FX, bonds, stocks, funds, derivatives, structured products, hedge funds, PEs)
- Client and service-oriented personality with excellent selling and presentation skills, ability to communicate complex subjects at different levels
- Excellent interpersonal skills and trustworthy team player
- Excellent written and oral skills in English; additional languages are a plus
- Profound knowledge of MS Office and Bloomberg
Randstad Financial & Professional encourage applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Randstad Financial & Professional acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003
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