Investment Counsellor Opportunity
Develop a bespoke investment strategy for high-net-worth clients.
The Role:
As an Investment Counsellor, you will partner with internal portfolio decision-makers and research teams to provide exceptional client service.
The Day-to-Day:
* Build strong, long-term relationships with clients
* Communicate top-down portfolio strategies and market insights
* Collaborate with clients quarterly to review asset allocation and progress towards financial goals
Requirements:
* 5+ years of experience building client relationships in the investment industry
* Knowledge of local asset management regulations
* University degree or equivalent experience
* A consultative approach focused on client needs
Our commitment to prioritizing client interests ensures exceptional service and education.