• 16 April 2008
• Reference: JR196982

• Investment Consultant - London

• City of London Competitive Permanent

An investment consultant is required by the UK team of one of the pre-eminent private wealth managers in the world, based in London.


The investment consultant will combine sales skills and a broad knowledge of investment products to grow and service existing client accounts in the affluent segment.


The investment consultant's responsibilities focus on responding to and taking appropriate action to inbound client sales and investment advice calls. You will make targeted outbound sales calls in order to develop investment strategies based on clients' financial goals and risk tolerance.


The investment consultant will need to anticipate and understand client needs, and effectively respond to client objections and concerns. In order to succeed at this, it is vital the investment consultant has a demonstrate tolerance for stress as demonstrated through proven experience in a financial or sales based environment. European language skills would be beneficial.


Joslin Rowe - Winner of two UK Recruiter Awards for Recruitment Excellence in 2005 & 2006. "Highly Commended" in 2007.

Joslin Rowe Associates Ltd encourages applications from individuals from all backgrounds but candidates must be able to demonstrate their ability to work in the UK.

Joslin Rowe Associates Ltd is acting as an Employment Agency in relation to this vacancy.

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Keywords related to this job

• Investment Management,
• Sales/Sales Support,
• City of London,
• Permanent,
• Private Wealth Management,
• customer services,
• corporate trusts,
• loans,
• cash management,
• fixed income,
• financial services,
• banking operations,
• banking,
• finance,
• london