Client Adviser - Mayfair, United Kingdom - Willow HR

Willow HR

Verified Company

Mayfair, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

What is Cadro?
Founded in 2021, Cadro is a fintech investment management company based in Mayfair.

Designed for clients of the twenty-first century, we meet the needs of modern investors by combining the power of technology with personalised service and investment expertise.

Changing the industry for the better, our mission is to create informed and excited investors who feel connected to their investment team and confident about reaching their financial goals.

Our talented and forward-looking team is growing rapidly. Our diversity of thought is our strength. Cadro brings together experts with diverse skillsets, who seek to challenge the status quo.

What will you be doing?

Bringing in new clients
Managing client relationships
Advising clients on suitable investment strategies
Managing and mentoring junior members of the team
Creating Cadro content
Contributing to the development of Cadro and our unique culture

Requirements:

A well rounded individual with a good track record in the Wealth Management industry
Qualified to give investment advice as per FCA regulations
Analytically minded individual with a curious mind
Strong interpersonal skills
Team attitude