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- Tasks: Lead investment proposals and manage high-value client relationships.
- Company: Join Quintet Private Bank, a leader in wealth management with a focus on personalised service.
- Benefits: Enjoy career development, inclusiveness, and a supportive work environment.
- Why this job: Make a real impact by delivering strategic investment outcomes for clients.
- Qualifications: Must hold relevant UK certifications and have experience in managing Advisory relationships.
- Other info: Diverse and collaborative culture with opportunities for personal and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
Our parent company Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our clients and their families and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others we are small. When you join us you are joining a company that values diversity of background, equal access to opportunities, career development, collaboration and inclusiveness. We want our employees to feel proud of being part of a company that is committed to do the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes.
As a Client Investment Specialist, you'll be at the heart of our bespoke advisory and discretionary offering, working closely with Clients and Client Advisors to deliver strategic high-impact investment outcomes. Please note: This is a regulated UK role with responsibility for managing high-value Advisory client relationships. Candidates must hold the relevant UK certifications (Level 4 IAD and/or Level 6 PCIAM) and have proven experience in managing Advisory relationships end-to-end including providing investment recommendations and overseeing full suitability processes.
Key Accountabilities:
- Lead for investment proposals
Client Investment Specialist (12 Month FTC) employer: Quintet Private Bank
Contact Detail:
Quintet Private Bank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Investment Specialist (12 Month FTC)
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that Client Investment Specialist role.
✨Tip Number 2
Prepare for those interviews by brushing up on your investment knowledge and client relationship skills. We suggest practising common interview questions and scenarios related to managing high-value Advisory client relationships to show you’re ready for the challenge.
✨Tip Number 3
Don’t forget to showcase your certifications! Make sure to highlight your Level 4 IAD and/or Level 6 PCIAM qualifications during conversations with potential employers. It’s a great way to demonstrate your expertise and commitment to the role.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to get your foot in the door. Plus, it shows you’re genuinely interested in being part of our diverse and inclusive team at Quintet Private Bank.
We think you need these skills to ace Client Investment Specialist (12 Month FTC)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that are relevant to the Client Investment Specialist role. Highlight your experience in managing Advisory relationships and any relevant certifications you hold. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about wealth management and how your background aligns with our values at Quintet Private Bank. Be genuine and let your personality come through!
Showcase Your Achievements: When detailing your past roles, focus on specific achievements that demonstrate your ability to deliver high-impact investment outcomes. Numbers and results speak volumes, so don’t shy away from sharing your successes with us!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. This way, we can ensure your application gets the attention it deserves. Plus, it’s super easy to do!
How to prepare for a job interview at Quintet Private Bank
✨Know Your Stuff
Make sure you’re well-versed in the wealth management sector and understand the specific services offered by Quintet Private Bank. Brush up on investment strategies and be ready to discuss how you can contribute to high-impact outcomes for clients.
✨Showcase Your Experience
Prepare to share specific examples from your past roles where you successfully managed Advisory relationships. Highlight your Level 4 IAD and/or Level 6 PCIAM certifications and how they’ve helped you deliver tailored investment recommendations.
✨Emphasise Personalisation
Since the role focuses on bespoke advisory services, think about how you can demonstrate your understanding of client needs. Be ready to discuss how you would approach building strong, personalised relationships with clients and Client Advisors.
✨Cultural Fit Matters
Quintet values diversity and inclusiveness, so be prepared to talk about how you align with these values. Share experiences that showcase your collaborative spirit and commitment to doing the right thing in a professional setting.
