Private Clients Sales - London, United Kingdom - eFinancialCareers
Description
Role Profile:
Private ClientSales
Company:
- Liberum Capital Limited
Location:
- Ropemaker Place, Level 12, 25 Ropemaker Street, London EC2Y 9LY
Reporting to:
- Head of UK Equity Sales
Liberum, a wholly staff-owned investment banking business founded in 2007, has built a reputation in providing an insightful, highly personalised and honest service to our clients.
Institutional investors have access to our seasoned equity sales team and highly respected research analysts, along with the best access to corporates, innovators and expert thought leaders.
Traders seeking high or low-touch execution from multiplevenues with performance benchmarking use our execution services consistently. Liberum's success is a result of our people and the collaborative way we work.Purpose of the Role:
Key Responsibilities
- Develop and build relationships with private clients, wealth managers and family offices
- Work closely with clients' investment personnel to develop indepth knowledge of client requirements and coordinate Liberum Capital's efforts to service the client
- Present equity research services and advise clients on investment opportunities
- Advise clients on investment and risk strategy
- Meet with clients to assess their investment requirements with regard to for example, capital growth income, level of risk
- Monitor clients' portfolios of investments and advise on appropriate investment opportunities
?KeyRelationships:
- Front office staff in sales, sales trading, trading and investment banking
- Board members and management team
- Private clients, wealth managers and family offices
Skills, Attributes and Credentials
Essential
- Proficient with Microsoft Office suite, Bloomberg and other information sources
- Highly numerate, detail oriented and logical
- Able to analyse and absorb financial information
- Confident with highly developed communication skills; persuasive and good listener
- Excellent understanding of different investment sectors
- Highly discrete with good judgement
- High energy levels and stamina
- Able to plan own time effectively to ensure all information delivered error free and on time
- Flexible approach to tasks and workload
- Able to demonstrate a proactive and innovative attitude to tasks
- Excellent attendance record
- Able to prioritise key tasks and meet strict deadlines
Employment Terms
- Fulltime, permanent contract after probationary period
- Competitive salary + annual discretionary bonus
- 25 days holiday, increasing by one additional day each year, up to a maximum of 30 days
- Contributory pension scheme with employer matching, with Hargreaves Lansdown
- Comprehensive private medical and rewards scheme with Vitality
- Access to discounted gym memberships with Virgin, PureGym or Nuffield
- Group life insurance and income protection cover
- Access to staff discounts, car leasing and cycle to work schemes
- Access to mental health and wellbeing resources
- A great open plan working environment with a great team
- Involvement in the Company's Charitable Foundation
-**Our culture is inclusive, collaborative and welcoming. Personal development is important to us, and we therefore support the growth of our people through training and mentorship programmes. We care about the well-being of our employees, offering an extensiverange of family-friendly and wellness benefits to support them during their working day and beyond. Our success hinges on the character of our staff, and to that end, we welcome diversity of thought and are resolutely committed to equal opportunity at alllevels of the business. As our workplace culture is one of shared responsibility, we pride ourselves on being 100% employee-owned, thereby empowering our people to have an impact on how the business performs and rewarded accordingly.
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