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Investment Consultant

Employer
Valery
Location
London (Central), London (Greater)
Salary
£45,000 to £60,000 + Bonus & Benefits
Closing date
25 Feb 2019

View more

Sector
Investment, Pensions
Contract Type
Permanent
Hours
Full Time
Experience/Function
Qualified, Nearly qual (11+ exams)

One of our clients who has an outstanding track record, is in search of an experienced Investment Consultant to join their consulting team. This company has a reputation for being innovative and modern.

This is a fantastic opening for an ambitious and experienced consultant who is willing to learn and continuously build relationships. The candidate must be able to provide strategic investment advice consisting of investment strategies, manager selection and asset allocation. The candidate will be expected to lead smaller schemes as well as support senior consultants by working collaboratively and providing new ideas both externally and internally.

Key Responsibilities

  • Addressing day-to-day client enquiries and concerns
  • Assisting senior consultants to prepare pitch books and responding to proposal requests
  • Build and develop positive relationships with clients

Skills and Expertise

  • Qualified or working towards CFA Qualification
  • Minimum 3 years Investment Consultancy experience
  • Confident communication skills

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