- Run client's investment portfolio.
- Determine the asset allocation of clients.
- Run both Discretionary & Advisory Mandates.
- Bring client contact list/book of clients.
- Be client-facing.
- Acquisition and development of Wealthy Private clients.
- Capitalising on their personal network of clients as well as the banks network.
- Successfully upholding the banks reputation and work standards in the market
- European Market Specialist
- 5 years or more Wealth Management Experience.
- Experience of Multi-Asset class investing:
- Fixed Interest
- Hedge Funds
- Private Equity
- Foreign Investments
- Experience/Good Knowledge of trading futures, options, equities.
- Have experience in managing a portfolio a capitalising on client connections.
- A Commercial mindset.
- Language requirements: English to a working proficiency and fluent Spanish.
- Performance related bonus