Investment Counsellor

Build long standing relationships with our clients, ensuring they always receive exceptional service

Manage a book of high-net-worth client relationships

Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and service teams

Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy

Gain advanced finance and capital markets education through our training program

5+ years exposure to private clients within the banking/wealth management industry

A sound knowledge of financial concepts, markets, current events and the market

Connect with and educate a variety of audiences

Maintain a positive personality and empathise with clients in good times and bad

CME 4 certified is preferred

CFA or similar education is beneficial