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Company:
Delta Executive Search
Location:
GB -
london
Posted: June 18, 2024
Our client, a Bulge Bracket Global Wealth Manager is looking to onboard an individual to their Investment Advisory Team in London
Ideal candidates will arrive from top tier Private Banking institutions
The successful candidate will be a member of the core group of individuals responsible for advising U/HNW clients across multi-asset class (Equities, Fixed Income, Alternatives) products/solutions.
The successful candidate will have direct ownership/accountability of an existing book of clients
Candidates must hold a CISI IAD (Investment Advice Diploma) or be level 4 RDR Compliant.
CFA charter is not essential, however considered a plus
Ideal candidates will arrive from top tier Private Banking institutions
The successful candidate will be a member of the core group of individuals responsible for advising U/HNW clients across multi-asset class (Equities, Fixed Income, Alternatives) products/solutions.
The successful candidate will have direct ownership/accountability of an existing book of clients
Candidates must hold a CISI IAD (Investment Advice Diploma) or be level 4 RDR Compliant.
CFA charter is not essential, however considered a plus
Read the full job description and apply online on the recuiter's web-site
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