Description
Your field of responsibility The role responsibilities include: Work as part of a team of investment professionals committed to providing a first class investment consulting service to an existing and expanding client base of UK-based HNW and UHNW clients. Responsible for managing the advisory investments of clients, provide both portfolio-based and position-specific advice, monitoring client holdings, and implementing investment strategies. Attend client and prospect meetings; collaborate with RMs and the broader IC team on the relevant aspects of the client's activities including portfolio reviews, client contact, repositioning portfolios and introducing new products and services. Maintain a current and comprehensive knowledge of major global markets in order to identify various opportunities appropriate to advisory clients' strategies. Where appropriate, use internal network of experts in various asset classes. Follow current investment themes from the CS group, including strategic and tactical asset allocations and current investment themes. Help and guide the junior members of the team Your future colleagues The Investment Consulting team at CS UK is a high-performing team of investment professionals which aspires to provide world class service to clients by working collaboratively while focusing on client needs. We proactively share market views, investment content, and client feedback with each other.We are adepartment which values Diversity and Inclusion (D&I) and is committed to realizing the firm's D&I ambition which is an integral part of our global cultural values. Your skills and experience We are looking for: Solid experience in a similar role Knowledge and experience of the major global markets; fluency in capital markets concepts on a cross-asset basis. Broad familiarity with structured products, hedge funds and alternative investments (e.g., real estate, commodities, private equity, etc.). Practical portfolio management skills; strong foundation in portfolio management theory. Ability to assess the suitability and appropriateness of transactions for clients and detailed understanding of the regulatory framework. FCA registered and RDR level qualifications (Level 4 required). Results-oriented, organised approach with good attention to details, excellent written and verbal communication skills. Strong leadership qualities Understands the value of diversity in the workplace and is dedicated to fostering an inclusive culture in all aspects of working life so that people from all backgrounds receive equal treatment, realize their full potential and can bring their full, authentic selves to work. Job: Wealth Management / Wealth & Financial Planning Title: Private Bank - Investment Consultant - Vice President / Director - 231160 Location: GBR-London-London Requisition ID: 231160
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