Investment Professional - London
On-site · London, England, United Kingdom
Job Summary
Provide support to Client Advisors in Private Banking, handling daily account administration, documentation management (Alternatives, Suitability, Investment Parameters, OTC), and execution of advisory and brokerage trades. Maintain risk management monitoring and regulatory/compliance adherence; liaise with Operations, Client Service Specialists, Supervisory Management, Risk Management, and Investor Support teams. Assist in preparing investment performance review presentations, development of marketing pitches and investment ideas, and preparation/review of prospect/banking product pitches. Include internal account maintenance, coverage management, and internal financial reporting. Demonstrate strong communication, relationship management, and team collaboration skills to ensure exceptional client satisfaction.
Required Qualifications
- University degree (finance, law or business related subject)
- Fluent in English
- PowerPoint and Excel expertise
- Excellent interpersonal skills
- Self-starter
- Detail-oriented
- Ability to work independently and as a team player
- Good judgment and problem solving
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