Address- Private Client, HNW, Private Office, Wealth Management, Private Banking
- EAM, Intermediary, Independent asset manager,
About Our Client
My client is an international private and corporate banking group that provides their clientele of private and institutional investors, companies and finance professionals with highly customised investment, private banking and asset management services.
Job Description
My client will offer you the opportunity to contribute to the expansion of the External Asset Manager proposition, and to take on responsibility for results and decision-making in a dynamic environment while developing personally and professionally.
The EAM platform is a rapidly growing division within this group's Wealth Management service allowing EAMs on the platform to access the bank's wide range of capabilities, investment products, market access and custodial services.
These dedicated services include:
- Wealth planning
- Tailored investment solutions through a team of specialists
- Access to the trading floor
- Credit solutions
- Exclusive Private Capital & Private Equity opportunities
The Successful Applicant
I am seeking a Senior Private Wealth advisor with strong relationship management and business development skills and advanced knowledge of the UK Intermediary and the EAM/IAM market interested in joining a first-class EAM platform offering durability, quality and stability to clients.
You will be working with a small team based in London and will become a part of the global organisation providing best in class services to EAMs globally.
Particular Capabilities & Knowledge:-
- Ensuring that your level of knowledge relating to the markets is up to date (market watch - cross-border rules, geopolitical news, product knowledge etc.)
- Actively cooperate and exchange with internal specialists
- Collaborating with risk & compliance functions to ensure regulatory and legal requirements are fulfilled including KYC periodical reviews
- Very good knowledge of products, services and financial markets
- Experience and capability to develop and on-board a portfolio of EAM clients
What's on Offer
Excellent base compensation and variable reward model along with company benefits
