Investment Specialist/Product Specialist DFM – City Investment Specialist/Product Specialist DFM –  …

Citifocus
in London, England, United Kingdom
Permanent, Full time
Last application, 29 Sep 19
£ Highly Attractive + Bonus + Bens
Citifocus
in London, England, United Kingdom
Permanent, Full time
Last application, 29 Sep 19
£ Highly Attractive + Bonus + Bens
A well-established and prestigious investment management firm seeks an experienced Investment Specialist or Product Specialist fully (ideally qualified to Level 6 RDR), to provide investment management services and discretionary advice to a range of private and semi-institutional clients with £10m+ portfolios in conjunction with the Private Bankers.

The Company works with private clients, Trustees, Charities, Pension Funds and their professional advisers providing personalised and professional investment management services for Investors who wish to have their portfolios managed on a bespoke basis, with the Investment Managers taking responsibility for investment decisions within the portfolio. Key responsibilities will be to attract, develop and retain a portfolio of private client relationships to maximise asset and revenue growth by meeting clients’ needs to include managing their assets as well as introducing other products and services according to the overall strategy of the Firm. Suitable applicants will be fully qualified Investment Specialists working in a similar role with a wealth of experience gained from the private client investment industry to include a comprehensive understanding of the pertinent regulatory environment. An awareness of Pensions, Insurance Bonds, Trust, Family Investment Companies are essential.

Will have credibility and integrity and the ability to drive new business and build strong client relationships together with excellent  communication, listening and decision-making skills, a strong client focus and a passion for the investment management business, is essential.

An excellent opportunity to join a well-regarded and successful firm that has been managing bespoke investment portfolios for private clients for generations. 

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