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For Companies At a Glance
- Tasks: Partner with Corporate & Investment Bank to assess client needs and develop tailored investment solutions.
- Company: Join a major London-based bank known for innovation and diversity in global banking services.
- Benefits: Enjoy an excellent salary, performance bonuses, and opportunities for mentorship and growth.
- Why this job: Be at the forefront of investment strategies while influencing client decisions in a dynamic team environment.
- Qualifications: Significant experience as an Investment Advisor with strong communication and interpersonal skills required.
- Other info: CFA qualification is a plus; Level 4 UK RDR qualification needed for regulated advice.
The predicted salary is between 43200 - 72000 £ per year.
About Our Client
A major London-based bank with global operations, offering retail, corporate, and investment banking services, known for innovation and diversity.
Job 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.
The Successful Applicant
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.
- Good communication skills for various stakeholders.
- Team player with a resilient personality.
- Level 4 UK RDR qualification (or equivalent) for regulated client advice.
Desirable Skills/Qualifications:
- CFA qualification is an advantage.
What\’s on Offer
Excellent salary and performance bonus.
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Senior Investment Advisor employer: Page Executive
Contact Detail:
Page Executive Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Advisor
✨Tip Number 1
Make sure to stay updated on the latest trends in financial markets and investment strategies. This knowledge will not only help you in interviews but also demonstrate your commitment to understanding client needs and developing innovative solutions.
✨Tip Number 2
Network with professionals in the investment banking sector, especially those who work with Corporate & Institutional clients. Building relationships can provide valuable insights and potentially lead to referrals or recommendations for the position.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships and developed investment solutions in the past. Highlighting your experience will showcase your ability to meet the key requirements of the role.
✨Tip Number 4
Familiarize yourself with the bank's investment capabilities and recent market updates. Being knowledgeable about their offerings will allow you to effectively communicate how you can contribute to their goals during the interview process.
We think you need these skills to ace Senior Investment Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management and investment advisory roles. Emphasize your skills in client communication, portfolio construction, and market knowledge to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the bank's investment capabilities and your approach to developing innovative investment solutions. Mention specific experiences where you successfully influenced client decisions.
Highlight Relevant Qualifications: Clearly state your qualifications, especially the Level 4 UK RDR qualification or equivalent, and any additional certifications like CFA. This will demonstrate your commitment to professional standards in investment advising.
Showcase Interpersonal Skills: In your application, provide examples of how you've effectively worked in dynamic teams and mentored others. Highlight your ability to build relationships with corporate and institutional clients, as this is crucial for the role.
How to prepare for a job interview at Page Executive
✨Showcase Your Financial Market Knowledge
Be prepared to discuss your understanding of various asset classes, including equities, bonds, and derivatives. Highlight any relevant experiences where you successfully applied this knowledge to develop investment strategies.
✨Demonstrate Strong Communication Skills
Since client communication is key in this role, practice articulating complex investment concepts clearly and concisely. Use examples from your past experiences to illustrate how you've effectively influenced client decisions.
✨Prepare for Behavioral Questions
Expect questions that assess your interpersonal skills and ability to work in a team. Think of specific instances where you collaborated with colleagues or mentored others, showcasing your leadership and teamwork abilities.
✨Understand the Bank's Investment Proposition
Research the bank's investment capabilities and be ready to discuss how you can contribute to their growth. Prepare to pitch innovative investment solutions that align with their objectives and client needs.
