Senior Investment Advisor, Hong Kong Direct Sales recruitment
J.P. Morgan Asset Management is the global brand for asset management activities of J.P. Morgan Chase Co. and a global leader in asset management services. With a global network of over 740 investment professionals located in 41 locations worldwide and assets under management of almost US$1.4 trillion (as at 31/03/12), we are one of the largest asset and wealth managers in the world. With the reputation for innovation and market leadership, we are committed to helping investors reach their financial goals by providing them with a broad range of professionally managed funds, excellence in investment Read more […]
Senior Investment Advisor – Fixed Income (PB) recruitment
The Role:• Customer Portfolio Management / Investment Advice • Provide sophisticated advice on selection of bond mandates • Research and development of investment ideas specifically focused on Fixed Income • Strategy-shaping alongside CRM team • Provide technical support to Relationship Management team and assist in developing customer-base • Overall development of bank’s Fixed Income offering Key Requirements: • Relevant University-level qualification, ideally with professional training alongside (e.g. CFA/AZEK) • Minimum 5 years experience within Fixed Income Read more […]
Senior Investment Advisor – Cross Asset – Private Bank – Geneva recruitment
Responsibilities:- Tailor-make portfolio’s to individual clients needs.- Advise clients on an array of portfolio’s to maximise returns on investments.- A point of contact for Financial product advise.Requirements:- 8+ years experience- Cross-Asset knowledge within the investment advisory space with particular know-how within Fixed Income.- Knowledge of Investment Advisory within private banking is a plus.For the Senior Investment Advisor role, apply now or send your CV into privatebanking@carter-blake.com, or you can call us on +44 (0) 203 617 9020 for a confidential conversation. Read more […]
Senior Investment Advisor – Fixed Income recruitment
The Role: Customer Portfolio Management / Investment AdviceProvide sophisticated advice on selection of bond mandatesResearch and development of investment ideas specifically focused on Fixed IncomeStrategy-shaping alongside CRM teamProvide technical support to Relationship Management team and assist in developing customer-baseOverall development of bank’s Fixed Income offeringKey Requirements: Relevant University-level qualification, ideally with professional training alongside (e.g. CFA/AZEK)Minimum 5 years experience within Fixed Income Portfolio Management/AdvisoryStrong Read more […]
Senior Investment Advisor / Investment Consultant recruitment
Responsibilities:Provide quality investment advisory services to high net worth clients.Work closely with relationship managers by providing technical data and market information.Ability to make presentations to help the client understand the investment opportunity and provide solutions with clear graphs, facts and figures and also predict exactly of what will happen to that investment in coming years.Reviews a client’s personal financial statements, gauges her income and expense levels and evaluates her risk profile.Evaluates a client’s cash availability and then recommends investment strategies Read more […]
Senior Investment Advisor – London recruitment
The company are building out their private client business, and wish to add appropriately experienced investment managers/advisors/directors to their team.Candidate will have experience/knowledge in:Relationship ManagementPrivate Banking Products ServicesInvestmentsClient ServicingSales experienceThe candidate must be able to:Work as part of a teamRun money/portfoliosMentor junior and senior members alikeConvert non-active assets into managed assetsAcquire new clients/contactsUnderstand Trade structuring trade ideasLearn quicklyBe committedBe a good communicatorRequired:Strong numerical/financial/economic Read more […]