
Investment Proposition Specialist
1 week ago
We are seeking a seasoned investment professional to present and position our investment proposition to high-net-worth clients.
Main Responsibilities:- Presentation and positioning of the investment proposition to HNW clients.
- Discussion of investment opportunities across multiple asset classes, including fixed-income solutions, direct equities, property, structured solutions, and alternatives.
- Educating Private Bankers on investment opportunities and markets.
- Development of new business leads from existing relationships.
This is an excellent opportunity for a motivated investment professional to contribute to the growth and success of our wealth business.
Key Requirements:- Proven track record in investment sales or relationship management.
- Strong understanding of investment products and services.
- Excellent communication and presentation skills.
- Able to work effectively in a team environment.
We offer a competitive compensation package and opportunities for career growth and development.
About Us:We are a leading provider of wealth management services to high-net-worth individuals.
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