Portfolio Investment Advisor

Job Description

We are on the lookout for a skilled Portfolio Investment Advisor to join our team in Portsmouth. The ideal candidate will have a solid background in investment banking, with expertise in portfolio management and client relationship building. You will work closely with clients, providing tailored advice and strategies to optimise their investments and achieve their financial objectives.

Responsibilities

• Assess clients' investment needs and risk profiles to create tailored portfolio strategies.
• Engage in regular client meetings to review portfolio performance and make adjustments.
• Conduct financial modelling and analysis to support investment recommendations.
• Provide insights on emerging market trends and investment opportunities.
• Support client onboarding and education regarding financial products and services.
• Participate in networking and business development initiatives to attract new clients.
• Assist in the creation of marketing materials to promote investment services.

Requirements

Education

• Bachelor's degree in Finance or Economics
• Master's degree or relevant certifications desirable

Experience

• 3-5 years of relevant experience in investment banking or advisory positions

Technical Skills

• Portfolio Management
• Market Research

Soft Skills

• Negotiation
• Team Collaboration

Certifications

• Financial Risk Manager (FRM)
• Investment Management Certificate (IMC)

Languages

• English: Fluent

Advantageous

• Proficiency in Investment Analysis Software: Experience using tools for investment analysis and performance tracking.
• Previous Experience in Wealth Management: Background in wealth management or personal financial advising.

Benefits

• Attractive compensation package
• Annual bonuses based on performance
• Health insurance, including dental and vision cover
• Employee assistance programmes
• Ongoing training and career progression support

Company Culture

• Innovation: Embracing change and innovation, we seek to continuously improve our services.
• Client-Centric Approach: We prioritise our clients' needs and aim to exceed their expectations.
• Inclusivity and Diversity: We recognize the value of diversity and strive to create an inclusive workplace.