This Gibraltar based Private Bank is looking to add an Investment Advisor to its wealth management practice.
As Investment Advisor the main function of your role would be to provide added value to High Net Worth clients by analysing and optimising their portfolios so that individual preferences and investment goals are taken into account.
This is supported by the generation of customised asset recommendations and the effective communication of the analysis of results and rationales to clients.
You can also expect as Investment Advisor to take part in meetings with existing or potential clients where you will be responsible for preparing individual client presentations.
You can also expect to provide portfolio reporting and give advice to both clients and Relationship Managers, acting as an important interface between Investment Office and Front Office.
To be considered you will have at least two years of work experience in the financial services or asset management industry providing investment advice to private or institutional clients.
It would also be expected you are educated to degree level in a numerate subject. Applicants with additional languages will be given preference.
The Investment Advisor is a well paid Gibraltar banking job. A full bonus is offered and this role is often the first step to a rewarding career in private banking.