Investment Counsellor/portfolio Manager - London, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Our client is currently seeking a select number of Investment Councellors/Portfolio Managers with a minimum of 5+ years experience of delivering and explaining DFM and Advisory services to UHNW clients, both those with existing portfolios and to help RMswin new business.

Candidates must have a background in delivering face 2 face advise, be comfortable in explaining investment ideas and theories and enjoy the client interaction side of the role.

Minimum qualification RDR Level 4 however Level 6 Charteredstatus would be preferable.