Meraki Talent’s client is currently seeking a talented Investment Advisor to join their business on a permanent basis. This is a newly created strategic hire which is vital for growing their Private Banking business and providing superior client service to their Scottish client base. This position is with a well scaled, well-resourced Global Private Bank.
The firm have a highly diverse client base in terms of the complexity of their needs. This role therefore requires a blend of technical ability and client facing skills. The role can best be described as a client facing investment specialist which has responsibility for positioning the investment message of the Private Bank and undertaking the provision of investment advice directly to clients. The role encompasses both advisory and discretionary services.
The role works closely with the HNW Relationship Manager who has the prime responsibility for asset gathering and new business development. The Investment Advisor is accountable for assessing client needs, developing investment strategies, monitoring performance and the client’s overall investment portfolio. The Investment Advisor role is crucial for the overall Private Banking service delivered to clients.
For this role my client is seeking applications from experienced Investment Advisors who are ideally CFA qualified but minimum Level 6 qualified. Experience operating in the UK Regulatory environment is required.
Meraki Talent values diversity in our own workforce and we actively support our clients to build diverse and inclusive workplaces. For all our roles, both internal and those on behalf of our clients, we welcome enquiries from everyone