Experienced UHNW Client Advisor/Manager – Family Office Division | London recruitment
JOB DESCRIPTION
A leading private bank is looking to add to their reputable family office by bringing in an experienced client advisor to work primarily with the UHNW. The role will involve advisory relationships based on the sound understanding of client needs with an ability to apply innovative solutions to meet the financial needs, by utilizing strategies across the banks investment platform. You will work closely with Product and Marketing specialists and involve them in promoting new investment ideas and further developing client relationships, networks and solutions.
The role:
• Strong personal credibility and ability to establish relationships quickly
• Able to provide comprehensive advisory services across a range of asset classes, investment products and strategies.
• Manage and allocate assets in accordance to the needs of the client.
• Able to execute complex investment strategies on behalf of clients
• Participation in client meetings and at client events as well as active building of the long-term client relationships.
• Develop financial and retirement plans that match client objectives, risk tolerances, and goals.
Requirements:
• 5 years+ experience working as a investment manager / advisor.
• Experience working with high profile HNW/UHNWI or Family Offices.
• Strong knowledge of financial techniques and instruments.
• Ideally of graduate or MBA caliber with additional financial qualifications
• Entrepreneurial flair and a high level of commitment to the role
• Ability to prospect new clients and work collaboratively within a team
This is an immediate hire, interviews are to begin soon and early application is advised. GQR also welcomes tentative enquiries from suitably qualified individuals.
Confidentiality and utmost discretion is 100% assured.
Key Words: Relationship Manager, Wealth Management, High-Net-Worth, PWM, HNWI, UHNW, Private Bank, Business Development, Client Acquisition, Family Office, London, Europe, Investment manager, advisor, UK, Advisory
APPLY | quant-jobs@g-q-r.com
VISIT US | www.g-q-r.com/vacancies
While a resume is preferable we also welcome tentative enquiries from well-qualified persons. To speak with an agent please contact one of our regional offices using the contact details listed below. Utmost confidentiality and discretion is assured.
LONDON | 020.3207.9090
St Clements House, London, EC4N 7AE | Office Hours: 9.00-21.00 GMT
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VISIT US | www.g-q-r.com | www.g-t-r.com | www.gqrgm.com
GQR Global Quant, GQR Global Trading, GQR Global Markets
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