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- 15 September 2008
- Reference: JR203527
-
Investment Specialist - London
- City of London Competitive Permanent
- Benefits: Competitive
An Investment Specialist is sought by an eminent broker that offers a family of stock, bond, and money market funds as well as funds of funds.
The investment specialist will be based in London and will work with new and existing customers to identify their investment needs. As needed, they will obtain support and guidance from the branch director. The candidate will be responsible for a significant portion of branch business development goals (new accounts, new assets, other objectives).
Knowledge and exposure to UK/US equity markets is required for this role, and the candidate will demonstrate experience of running and growing client portfolios inclusive of referral business. An exceptional client service record is essential. The candidate will typically have solid sales experience in the securities or financial services industry.
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