Investment Portfolio Consultant

Job Description

We are seeking an experienced Investment Portfolio Consultant to join our team in Portsmouth. The ideal candidate will have a solid background in investment strategies, risk management, and portfolio performance analysis, enabling them to guide our clients in maximizing their financial investments.

Responsibilities

• Conduct risk assessments and performance evaluations of client portfolios.
• Stay abreast of new investment products and market developments.
• Collaborate with the marketing team to generate leads and enhance service visibility.
• Deliver seminars and presentations to educate clients on investment opportunities.
• Advise clients on asset allocation and diversification techniques.
• Provide one-on-one consulting services to high-net-worth clients.
• Lead strategic discussions with clients to optimise their investment approach.

Requirements

Education

• Bachelor's degree in Finance, Accounting, or related field
• Master's degree in Finance or relevant certifications is advantageous

Experience

• 5+ years of experience in finance or investment banking

Technical Skills

• Market Research
• Financial Modelling

Soft Skills

• Leadership
• Negotiation

Certifications

• CFA Level 1 or equivalent

Languages

• English: Fluent

Advantageous

• Knowledge of alternative investments: Familiarity with hedge funds, private equity, and other alternative investments.
• Experience in client-facing roles: Demonstrated experience in client service within the financial industry.

Benefits

• Comprehensive health and wellness programs
• Flexible working hours
• Annual leave and paid holidays
• Access to employee assistance programs

Company Culture

• Growth: We encourage both personal and professional growth through ongoing training and development.
• Diversity: We value diversity and inclusion, fostering a supportive environment for all team members.
• Community Engagement: We actively engage with the community, supporting various local initiatives and causes.