- Attractive compensation
- Prestigious private bank
About Our Client
Our client is a private bank with a prestigious positioning in the market serving HNW clients. As part of their continual expansion plan, they are looking for an experienced Investment Counselor to further grow and manage investment relationships with ultra-high net worth clients.
You will be responsible for:
- Implementation and overseeing investment solutions, providing strong guidance & advice on the current market to take action on investment strategies & ideas.
- Function as the primary contact with the client and serve as the client's trusted investment advisor by providing in-depth knowledge on both traditional & alternative investments
- Driving profitable growth by acquiring, developing and servicing long-term relationships with HNW clients
- Providing an optimised client service & cross-marketing opportunity for potential and existing clients to deepen relationships and build a successful practice within the organisation.
- Effectively communicate and work with Bankers to prospect for new investment business
The Successful Applicant
You will have a minimum of 7+ years of experience servicing HNW clients within the wealth management field, with a wealth of experience providing investment advice & solutions, further strengthening your relationships with new or existing clients. You will possess good analytical skills to validate and prioritise potentially complex material from multiple sources, whilst exercising discretion.
What's on Offer
- Attractive salary and bonus
- Strong platform to propel your career path