Equities Investment Specialist: Client‑Facing & Strategy
Equities Investment Specialist: Client‑Facing & Strategy

Equities Investment Specialist: Client‑Facing & Strategy

Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Collaborate with portfolio managers and refine investment strategies based on client insights.
  • Company: Leading financial services company in London with a focus on innovation.
  • Benefits: Generous pension scheme and flexible working arrangements for a balanced lifestyle.
  • Why this job: Join a dynamic team and shape investment strategies that make a real difference.
  • Qualifications: Deep equity knowledge and strong communication skills to engage clients effectively.
  • Other info: Exciting opportunities for growth in a fast-paced financial environment.

The predicted salary is between 36000 - 60000 £ per year.

A leading financial services company is seeking an Investment Specialist - Equities in London. The role requires deep equity knowledge along with client-facing skills.

Responsibilities include:

  • Collaboration with portfolio managers
  • Refining investment messaging
  • Shaping product strategy based on client insights and market trends

The candidate must have strong communication abilities to explain complex concepts clearly.

Benefit offerings include a generous pension scheme and flexible working arrangements.

Equities Investment Specialist: Client‑Facing & Strategy employer: Aviva plc

As a leading financial services company based in London, we pride ourselves on fostering a dynamic work culture that values collaboration and innovation. Our employees benefit from a generous pension scheme, flexible working arrangements, and ample opportunities for professional growth, making us an excellent employer for those looking to thrive in the investment sector while enjoying a supportive environment.
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Contact Detail:

Aviva plc Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Equities Investment Specialist: Client‑Facing & Strategy

Tip Number 1

Network like a pro! Reach out to your connections in the finance world, especially those who work in equities. A friendly chat can lead to insider info about job openings or even a referral.

Tip Number 2

Prepare for interviews by brushing up on your equity knowledge and client-facing skills. Practice explaining complex concepts in simple terms, as this will be key in impressing potential employers.

Tip Number 3

Stay updated on market trends and investment strategies. This not only shows your passion but also equips you with valuable insights to share during interviews, making you stand out from the crowd.

Tip Number 4

Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Plus, it’s a great way to show your enthusiasm for joining our team.

We think you need these skills to ace Equities Investment Specialist: Client‑Facing & Strategy

Equity Knowledge
Client-Facing Skills
Collaboration
Investment Messaging
Product Strategy Development
Market Trend Analysis
Communication Skills
Ability to Explain Complex Concepts

Some tips for your application 🫡

Show Off Your Equity Knowledge: Make sure to highlight your deep understanding of equities in your application. We want to see how you can apply that knowledge to real-world scenarios, especially when it comes to client interactions and strategy development.

Tailor Your Messaging: When writing your application, think about how you can refine your investment messaging. Use clear and concise language to explain complex concepts, as this is key for the role. We love seeing candidates who can communicate effectively!

Collaborate and Connect: Emphasise any experience you have working with portfolio managers or in team settings. We value collaboration, so sharing examples of how you've worked with others to shape product strategies will definitely catch our eye.

Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, we love seeing applications come directly from our site!

How to prepare for a job interview at Aviva plc

Know Your Equities Inside Out

Make sure you brush up on your equity knowledge before the interview. Understand current market trends, key players, and recent developments in the equities space. This will not only help you answer technical questions but also show your passion for the field.

Practice Your Client-Facing Skills

Since this role is client-facing, practice how you would explain complex investment concepts in simple terms. Role-play with a friend or family member to get comfortable with breaking down intricate ideas into digestible pieces.

Collaborate Like a Pro

Be prepared to discuss how you’ve worked with portfolio managers or other teams in the past. Think of specific examples where your collaboration led to successful outcomes. This will demonstrate your ability to work well in a team-oriented environment.

Showcase Your Communication Skills

Strong communication is key for this role. During the interview, focus on articulating your thoughts clearly and confidently. Use examples from your experience to illustrate how you've effectively communicated complex information to clients or colleagues.

Equities Investment Specialist: Client‑Facing & Strategy
Aviva plc

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