Re you a highly motivated Financial Services professional on the upward curve of your career seeking an exciting opportunity within the Fintech sector? Would you like to join a rapidly growing industry disrupter who are seeking to revolutionise the client experience within wealth advice? Are you an ambitious individual seeking to be part of a dynamic team, in an ego-free culture offering the opportunity to develop your career within a meritocratic working environment?
Culture is key and our client is seeking to recruit exceptional candidates who set their own demanding standards for personal excellence. Strong communicators, independent thinking, inquisitive individual’s eager to further learn and develop their knowledge and skills within the fields of Investment Management, Portfolio Construction and macro-economic trends.
Working within a fast paced and changing environment, your main duties will be to conduct in depth portfolio and asset analysis along with contributing to the development of asset liability management tools. You will also be required to make client portfolio recommendations in line with their risk tolerance and investment objectives as well as considering how to align the client portfolio strategy with their financial planning objectives.
The successful individual will be required to produce client presentation materials to explain the impact of the advice provided on their financial life strategy and ability to meet their lon...