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Investment Consultant (Associate), UK-London
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Investment Consultant (Associate)
Company: Hays City  
Location:   UK-London  
Compensation:   £0-40000  
Years Experience:   1-3 yrs  
Position Type:   Employee  
Employment type:   Full time  
Updated:   01 Jul 2008  
eFC Ref no:   438781  
 
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We are working with a leading Wealth Management house to source an Investment Consultant (Associate). The role will combine sales skills and a broad knowledge of investment products to grow and service existing client accounts in the affluent segment.
Key responsibilities of the role

  • Responding to and taking appropriate action to inbound client sales and investment advice calls
  • Making targeted outbound sales calls in order to develop investment strategies based on clients financial goals and risk tolerance
  • Generating profitable income to the firm through developing and service FAC accounts
  • Executing and maintaining client profiles
  • Providing financial advice to clients on: asset allocation, leveraging options and providing insight on all major money markets
  • Interpreting and providing comment on all market research
  • Keeping current and complying with regulatory matters

Desired Skillsets


  • Industry required qualifications FSA (UK only) plus any others depending upon the location, structure and business mix of the office
  • Proven experience in a Financial or sales based environment
  • European language skills could be beneficial (Spanish or German)
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Contact:
Max Excell
Company:
Hays City
Telephone:
020 7628 1100
Email:
maxe.20238.efi@hayscity.aplitrak.com
Website:
www.hays.com
Address:
141 Moorgate London EC2M 6TX
Recruiter Ref:
00184842
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