Investment Advisor

Location:

Contract Type:

Role Overview

Investment Advisors

Key Responsibilities

• Provide advisory support to clients, including HNWIs and international corporate clients.
• Assist in preparing customised investment strategies, portfolio reports, and presentations.
• Engage directly with clients, acting as a key liaison to ensure high-quality service delivery.
• Develop expertise in UK financial regulations, compliance standards, and advisory best practices.
• Support senior advisors in client portfolio reviews and investment planning.
• Research financial markets, international economic trends, and global investment opportunities.
• Contribute to building and strengthening long-term client relationships.

Candidate Profile

• Bachelor’s or Master’s degree in Finance, Economics, Business, or a related discipline.
• Strong communication and interpersonal skills, with confidence in client-facing situations.
• Analytical skills and an interest in financial markets, investment strategies, and wealth management.
• Professional demeanour, integrity, and client-service orientation.
• Ability to work effectively in a dynamic, international business environment.
• Commitment to professional development and learning UK financial regulations.

Benefits

• Competitive salary with performance-based incentives.
• Structured training in investment advisory and UK financial regulations.
• Sponsorship for professional qualifications (e.g., CFA, CISI, ESG certifications).
• Opportunity to work with international clients and high net worth individuals.
• Private health insurance and employee wellbeing benefits.
• Relocation and visa support for international business travel, training, and future assignments.
• Generous annual leave and exam/study support.
• Clear career progression into senior advisory roles with international exposure.

Opportunity

launch a global career in investment advisory