The Investment Counselor will deliver the Private Bank's platform and capabilities to clients and prospects, acting as a strategic professional understanding financial markets and products
Job Summary
The Investment Counselor will deliver the Private Bank's platform and capabilities to clients and prospects, acting as a strategic professional understanding financial markets and products.
Responsibilities include functioning as the primary client contact, advising on investments, and leveraging networks to introduce new ultra-high net worth clients.
The role offers a competitive salary, generous holiday allowance, performance bonus, private medical insurance, pension plan, and access to learning resources.
Matching Summary
The Investment Counselor will deliver the Private Bank's platform and capabilities to clients and prospects, acting as a strategic professional understanding financial markets and products.
Skills & Requirements
Must-have
Financial markets and products expertise
UHNW client communication and empathy
Investment advice and actionable ideas
Cross-currency and asset class experience
Business development and revenue generation
Nice-to-have
Entrepreneurial client acquisition
Collaborative team player
Leveraging internal partners
Broad product suite management
Key Requirements
Track record in private banking or wealth management
Robust investment advice and solutions experience
Bachelor's/University degree, Master's preferred
CFA, MBA degree or other advanced degree a plus
Certified Role subject to FCA and PRA Certification Regime