Client Investment Specialist

Recruitment Solutions are pleased to be partnering with our Client to appoint a Client Investment Specialist. Our Client is part of a Private Bank who are major players in the Wealth Management Sector. With locations across Europe and UK our Client is looking to expand its service to Clients and to remain one of the most trusted fiduciary of Family Wealth.

WHAT YOU CAN EXPECT AS THE CLIENT INVESTMENT SPECIALIST

• Salary in the region of £60,000 – £100,000 plus – doe
• Discretionary Bonus – Annual
• 25 Days Holiday – plus Bank Hols – rising
• Enhanced Holiday Policy
• Flexible working hybrid – after probation
• Insurance and Retirement Policies
• Range of Health and Life Style Benefits – including Gym – Leisure Membership / Access to GP – Medical Appointments / Charity Days / Retail Discounts

KNOWLEDGE AND EXPERIENCE NEED TO BE A CLIENT INVESTMENT SPECIALIST

• Be a minimum of Level 4 Qualified in Wealth Management
• Have a proven and stable track record across Investments and Portfolio Management within Financial Services / Wealth Management
• You will be obsessed with attention to detail and have your Clients at the center of what you do.
• You will be a strong communicator – Face to Face / Over the Telephone and in Writing.
• You will relish taking the lead across your Client Portfolio but you will also see the value in working as part of a team.
• You will be fluent in English – any additional European Language is an advantage.

The first stage of the process of Recruitment for the Client Investment Specialist will be for you to send your CV to KAREN REYNOLDS – karen@rsnwltd.com.

You can also send me a message via LinkedIn.

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