Portfolio Advisor

Recruiter
Citigroup
Location
London (Greater)
Salary
70000
Posted
02 Nov 2017
Closes
08 Dec 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Job Description - Portfolio Advisor (17039722)

Job Description



Portfolio Advisor-17039722


Description
Citi

Portfolio Advisor

Competitive Salary Offered


Job Purpose:

• Main objective is to support and coach Relationship Managers with regards to portfolio construction and portfolio reviews in order to provide superior investment advice to HNW Private Clients, thereby increasing client satisfaction and share of wallet of existing clients and successfully acquire new clients.
• Mission of a Portfolio Counselor (“PC”) is to provide holistic advice through the portfolio review process and instill the Portfolio Approach with RMs he is working along. ...