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Investment Consultant - London, City of London
- UK - City of London
- Full-Time Permanent
- Banking - Investment Banking
- Joslin Rowe
- 17-07-08
Job Description
An Investment Consultant is sought by one of the world's largest and most respected private wealth managers. The role is based in the City of London.
In joining the firm you will benefit from working for a global brand with a leading reputation in a wide range of investment banking and private wealth management products.
Responsibilities include:
- Responding to and taking appropriate action to inbound client sales and investment advice calls
- Making targeted outbound sales calls in order to develop investment strategies based on clients' financial goals and risk tolerance
- Executing and maintaining client profiles
- Keeping current and complying with regulatory matters
Ideally you will have attained industry required qualifications FSA (UK only) plus any others depending upon the location, structure and business mix of the office. Proven experience in a financial or sales based environment is required, and European languages could be beneficial
The investment consultant will combine sales skills and a broad knowledge of investment products to grow and service existing client accounts in the affluent segment.
Joslin Rowe - Winner of 4 UK Recruiter Awards & highly commended for our recruitment excellence in 2005, 2006, 2007 & 2008.
Joslin Rowe Associates Ltd encourages applications from individuals from all backgrounds but candidates must be able to demonstrate their ability to work in the UK.
Joslin Rowe Associates Ltd is acting as an Employment Agency in relation to this vacancy.
In joining the firm you will benefit from working for a global brand with a leading reputation in a wide range of investment banking and private wealth management products.
Responsibilities include:
- Responding to and taking appropriate action to inbound client sales and investment advice calls
- Making targeted outbound sales calls in order to develop investment strategies based on clients' financial goals and risk tolerance
- Executing and maintaining client profiles
- Keeping current and complying with regulatory matters
Ideally you will have attained industry required qualifications FSA (UK only) plus any others depending upon the location, structure and business mix of the office. Proven experience in a financial or sales based environment is required, and European languages could be beneficial
The investment consultant will combine sales skills and a broad knowledge of investment products to grow and service existing client accounts in the affluent segment.
Joslin Rowe - Winner of 4 UK Recruiter Awards & highly commended for our recruitment excellence in 2005, 2006, 2007 & 2008.
Joslin Rowe Associates Ltd encourages applications from individuals from all backgrounds but candidates must be able to demonstrate their ability to work in the UK.
Joslin Rowe Associates Ltd is acting as an Employment Agency in relation to this vacancy.
- Joslin Rowe
- 200077