Senior Investment Advisor | London, UK | Hybrid

Senior Investment Advisor

Non-disclosed London, United Kingdom Apply now Posted 1 day ago Hybrid Job Permanent + bonus + benefits

This role is to position and advise across the full spectrum of the Investment service proposition with a portfolio of UK & International corporate and institutional clients. This is a highly technical and influential role sitting between the Investment Service and the group’s CIB colleagues, stakeholders and Private Client Advisors to advise, manage and grow AuMs and revenues directly from the client group.

A major London-based bank with global operations, offering retail, corporate, and investment banking services, known for innovation and diversity.

Description

This role involves partnering with Corporate & Investment Bank and Private Wealth Advisors to interact directly with Corporate & Institutional clients. The key responsibilities include:

• Understanding Client Needs : Assessing client situations, objectives, and decision-making processes to position the investment capabilities effectively.
• Develop Investment Solutions : Using judgment to design and pitch the right investment solutions, including portfolio construction, asset allocation, and risk management.
• Client Communication : Managing and communicating directly with clients to guide and influence their investment decisions.
• Market Updates : Providing regular updates on major asset classes and financial indicators.
• Collaboration : Working closely with CIB colleagues, Private Wealth Advisors and other investment product and portfolio management specialists to support client acquisition and revenue growth.
• Mentorship : Acting as a player-coach to mentor and develop others within the investment team.

The role requires extensive financial market knowledge, strong communication skills, and the ability to develop innovative investment strategies. It’s a central role in driving the perception of the Bank’s investment capabilities and growing investment assets and revenues.

Profile

Key Requirements:

• Interpersonal Skills: Exceptional ability to work in a dynamic team.
• Self-Motivation: Plan and execute client acquisition and relationship strategies.
• Wealth Management Experience: Relevant experience for the grade.
• Presentation Skills: Strong skills to showcase the Wealth investment proposition.
• Investment Knowledge: Understanding of equities, bonds, alternatives, derivatives, and foreign exchange.
• Macro-Economics & Portfolio Construction: Excellent knowledge and implementation solutions.
• Behavioural Economics:

Essential Skills/Qualifications:

• Significant experience as an Investment Advisor with Corporate & Institutional clients.
• Success in marketing investments to institutional clients.
• Goal-oriented with independent thinking and problem-solving capabilities.
• Team player with a resilient personality.
• Level 4 UK RDR qualification (or equivalent) for regulated client advice.

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