This is a fantastic opportunity to join this well known and respected name at an exciting time in developing their private wealth management business.
Specific duties will include:
-Marketing of PWM advisory services to clients and prospects across asset classes, including equities, fixed income, currency, hedge funds and structured products plus discretionary management.
-Introduction of product specialists from PWM Global Investment Solutions and the PWM Advisory Team to maximise cross-selling opportunities, where appropriate.
-Working closely with senior members of the team to utilise key relationship skill sets in building and maintaining new and existing investment relationships through a Multi-Asset Strategy based approach to investment management.
– Participate in PR and other marketing activities for new clients :
-Hold presentations for existing and potential client groups
-Observe all internal and external compliance regulations (notably, ensuring that« know your client » principles are observed under all circumstances, correct account opening forms are used by Relationship Managers.
-Liaison with Account Managers in ensuring client service and satisfaction in terms of administration and clients on going requirements.
-Maintain an up-to-date knowledge of market/economic activity and an ability to identify the impact of change.
-Carry out regular reviews of client portfolio’s, checking performance and ensuring that investments remain within the client’s investment objectives and risk profile.
For this key appointment our client is seeking an individual who as well as possessing the appropriate qualification (: IMC, CFA, ASIP, CISI, MSI or FSI) will have a strong reputation and knowledge within the Scottish marketplace.
Additionally it is essential that potential candidates have good understanding of financial markets across asset classes as well as strong awareness of UK tax rules for non domiciled clients as well as familiarity with the constraints these places on portfolio investing.
For further information on this exciting opportunity please contact Scott Gallagher on 0141 202 2812 or email me at scottgallagher@joslinrowe.com
Alternatively please apply via this advertisement
Joslin Rowe soon to be Randstad Financial & Professional.
Joslin Rowe encourages applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Joslin Rowe acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003
Job Reference: 261458
Closing Date: 04-May-2011
