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- Tasks: Be the go-to Investment Specialist for our wealthy clients, delivering tailored investment solutions.
- Company: Join a leading firm known for its innovative approach to wealth management and client relationships.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and collaboration across teams.
- Why this job: Make a real impact by helping clients achieve their financial goals with bespoke strategies.
- Qualifications: Extensive experience in investment roles; strong portfolio construction skills are a must.
- Other info: Fluency in English is required; additional languages are a plus!
The predicted salary is between 43200 - 72000 £ per year.
Client partner: Act as the "Investment Specialist" at the kitchen table for our wealthy clients and their families, delivering and implementing the full Discretionary and Advisory offering, partnering with the Client Advisors, and being innovative and tenacious in meeting client needs.
-Lead for investment proposals & portfolio reviews for "bespoke" clients in discretionary & advisory.
-Lead for delivering recommendation & executing client requests for "bespoke" advisory portfolios
-Understand the clients’ needs and preferences for bespoke discretionary portfolio management.
-Cover a very large book of clients in terms of AUM and number of portfolios.
-ICS partner: the voice of our Research and Portfolio Construction investment views, including product recommendations to clients & Client Advisors for Quintet:
-Provide an active feedback loop to colleagues in ICS on offering development, investment views, and product recommendations
-Communicate our house view to Client Advisors and clients, ensuring high quality ‘after sales’ content for discretionary mandates and advisory solutions, when needed and requested by clients.
-Ensure that CAs are ‘enabled’ to provide best ideas to meet client needs
-Implementation of investment views: ensure the different investment views, bespoke building blocks are delivered and reflected in Bespoke solutions.
-Act as the ambassador of the entire Investment capabilities of our Group (i.e. Asset Allocation, Structured Solutions, Alternatives, Fund Solutions, Equities, Fixed Income, and Direct Investments)
-Client Advisors partner: ensure we drive a holistic approach to client relationships
-Support our Client Advisors, and partner with Lending and Wealth Planning, in driving growth.
-Help develop, pitch and oversee customised DPM solutions tailored to the needs of ‘Bespoke’ clients
-Change partner: be an agent of change for strategic transformation
-Favour book transition according to Group objectives
-Support solutions’ harmonisation to a more efficient value chain for investments
Extensive experience in a similar role, or Portfolio Manager, Investment Advisor, Analyst, Client Advisor with a strong background on portfolio construction, Flexible
Team spirit
Able to manage multiple interactions
Able to deliver messages and advices to sophisticated clients but also able to understood by less sophisticated clients.
Technical Skills
Financial Market techniques / Portfolio construction
Languages Skills
Fluent in English. Any other language will be considered an advantage.
Client Investment Specialist 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
✨Tip Number 1
Familiarize yourself with the latest trends in portfolio management and investment strategies. Being well-versed in current market conditions will help you engage confidently with clients and demonstrate your expertise.
✨Tip Number 2
Network with professionals in the investment field, especially those who have experience as Client Advisors or Investment Specialists. Building relationships can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss how you would approach bespoke portfolio management. Think about specific examples from your past experiences where you successfully tailored solutions to meet unique client needs.
✨Tip Number 4
Showcase your ability to communicate complex financial concepts in a simple manner. Practice explaining investment strategies to friends or family members who may not have a financial background to refine your skills.
We think you need these skills to ace Client Investment Specialist
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Client Investment Specialist. Familiarize yourself with the key tasks such as leading investment proposals and portfolio reviews for bespoke clients.
Tailor Your CV: Highlight your relevant experience in portfolio management, investment advising, or client advisory roles. Emphasize your ability to manage multiple interactions and deliver tailored advice to both sophisticated and less sophisticated clients.
Craft a Compelling Cover Letter: In your cover letter, express your passion for investment management and your commitment to understanding client needs. Mention specific examples of how you've successfully partnered with clients or colleagues in the past.
Showcase Technical Skills: Make sure to include any technical skills related to financial market techniques and portfolio construction. If you speak additional languages, be sure to mention them as they can be an advantage in this role.
How to prepare for a job interview at Quintet Private Bank
✨Understand Client Needs
Make sure to demonstrate your ability to understand and anticipate the needs of wealthy clients. Prepare examples from your past experiences where you successfully tailored investment solutions to meet specific client preferences.
✨Showcase Your Technical Skills
Be ready to discuss your knowledge of financial market techniques and portfolio construction. Highlight any relevant experience you have in these areas, as well as your ability to communicate complex concepts in a simple manner.
✨Emphasize Team Collaboration
Since this role requires working closely with Client Advisors and other teams, share examples of how you've successfully collaborated in the past. Show that you can be a flexible team player who drives growth through partnership.
✨Prepare for Change Management
As an agent of change, be prepared to discuss how you've contributed to strategic transformations in previous roles. Share your thoughts on how to harmonize solutions for a more efficient value chain in investments.
