International Investment Counselor (US Based) - UK Clients
$120,000–$120,000 year
On-siteTampa, Florida, United States
Job Summary
Work with UK-based high-net-worth clients to build professional relationships, proactively connect on a quarterly basis to review asset allocation, and educate them on top-down portfolio strategies, market events, and the competitive landscape. Demonstrate knowledge of UK regulatory practices while adhering to associated operational responsibilities. Rely on the sales team to gradually build your roster of high-net-worth clients within the first year. This onsite position is located in Tampa, FL, and requires a Bachelor's degree, 2+ years of asset management experience, and the Series 65 exam. You will partner with internal portfolio decision-makers, research teams, and client service associates to deliver fee-only fiduciary service aligned with client best interests.
Required Qualifications
- Bachelor's degree or equivalent work experience
- 2+ years of experience in asset management, financial and client services
- Required to pass the Series 65 exam or equivalent
- This onsite position is located in Tampa, FL
- This is an in-office role
Desired Qualifications
- A thoughtful consultative approach with an emphasis on client focus
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