Investment Councellor/Advisor Investment Councellor/Advisor …

GRS
in London, England, United Kingdom
Permanent, Full time
Last application, 15 Jul 19
£100,000
GRS
in London, England, United Kingdom
Permanent, Full time
Last application, 15 Jul 19
£100,000
Experienced Investment professional with 10+ years of providing solid advice and market ideas to UHNW clients

Key Responsibilities
• Presenting investment strategy to sales teams, clients and prospects.
• Designing pitch notes, talking points, market commentary in different languages, across all
products.
• Advising clients on their investment portfolio allocation, setting investment strategy,
conducting account reviews, pitching additional investment opportunities.
• Generating new investment ideas, analysing and researching data and presenting to sales
teams.
• Planning, coordinating and participating in live webinars and market update videos.
• Proactively following market news, reading analyst comments and projections to understand
impact on clients’ portfolios.
• Participating in meetings with external product vendors to decide on new product launches.
• Collaborating with teams around the business - product, research, marketing, sales,
compliance, etc.
• Meeting asset managers and investment structurers to decide on new product launches.

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