HNW Private Client Executive - Investment Sales Support,

Alexander Lort
12 Feb 2017
12 Mar 2017
Contract Type
Full Time

Our client is a growing global private client wealth management company. They manage investment portfolios for HNW individuals and are currently seeking an outgoing and motivated individual to join their already successful and dynamic team. Working from their London offices you will be required to help service HNW private clients around the UK & Europe!

  • Working directly with top banks (who act as our custodians)
  • Supporting our outside sales representatives in an administrative capacity
  • Producing detailed reporting and analysis for our Private Clients
  • Helping evaluate the current financial situation for prospective clients
  • Interacting with various groups internally and externally to insure clients’ needs are met

Regardless of your starting area, you’ll learn about our clients business and the world of investments, all while working in an open environment alongside other talented individuals. More importantly, you’ll be on the path to helping achieve their primary goal: exceeding clients’ expectations every day.

Candidate Specifications

  • Must have an outgoing personality to speak with clients
  • We’re looking for an unrelenting work ethic and a track record of success.
  • University Graduate
  • We also have opportunities for Native Danish, Dutch, Swedish & Italian speakers also fluent in English.

This is an exciting opportunity to join a successful wealth management company with great opportunity for career progression!