We are partnering an established Private Bank with strong presence within key dynamic markets. Being an organization with a cohesive and supportive team culture, they are currently seeking to hire an Investment Counsellor (Associate Director - Executive Director) to join them in their European Markets.
Responsibilities
As the successful candidate, you will be responsible for:
- Providing sound investment advice to Relationship Managers and identifying suitable investment opportunities for U/HNW clients
- Keeping abreast of market updates and regulations within the investment landscapes
- Conducting portfolio review for clients on a regular basis to ensure that their investment portfolio is in line with expectations and recommendations
Requirements
- Tertiary education with a strong academic track record in the related disciplines of Banking and Finance, Economics, Mathematics and Accounting
- Minimum 5 years of experience working in a similar field in a Wealth Management setup
- Strong knowledge across all private banking investment products
- Self-driven, highly motivated and able to work as a team player
- The ability to converse in a second language, for example German, Italian will be advantageous as some of the clients prefer to liaise in those given languages
Please reach out for a confidential discussion: privatebanking@eamesconsulting.com
Connect with us on Linkedin at: #eamesprivatebanking
