Investment Consultant

The Panel
Employment Type
Not disclosed
The Panel logo

Our client, a large independently owned Investment Product Provider, is seeking an Investment Consultant to join their team.

The Job

•   Create diversified investment portfolios for HNW / Corporate clients 

•   Implement focused and sustainable investment growth strategies for clients

•    Ensure all regulatory and compliance obligations are met

•   Be a key member of the Direct Clients team and help with business development plans

•   Develop organic AUM growth across existing clients

The Candidate

•   5+ years relevant post qualification experience

•   Proven track record in acquiring new business, sales and relationship management

•   In-depth understanding of investment markets and products

•   QFA qualified; CFP/CFA, or working towards, an advantage

If you are interested in this position, please send a CV in confidence to Alan Bluett at the enclosed address.