• 17 July 2008
• Reference: JR202018

• Associate - Investment Consultant - London

• City of London Competitive Permanent
• Benefits: Competitive

An Associate is required for the role of Investment Consultant within an eminent international private wealth manager.


Based in London, the scope of the role will be to combine sales skills and a broad knowledge of investment products to grow and service existing client accounts in the affluent segment.


Responsibilities include responding to and taking appropriate action to inbound client sales and investment advice calls. You will be making targeted outbound sales calls in order to develop investment strategies based on clients financial goals and risk tolerance. You will be executing and maintaining client profiles.


We are seeking professionals with good experience and exposure to private client banking. Proven experience in a financial or sales based environment is essential for this role, and preferably we seek candidates who have industry qualifications (and are FSA approved/threshold competent) with European language skills (Spanish or German preferred)

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