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Wealth Management London Associate Business Development Professional (Private Wealth Management)

Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
UK
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Wealth Management London Associate Business Development Professional (Private Wealth Management): Supporting Private Wealth Advisors with customized wealth management strategies, investment portfolio analysis, client service, and new business generation with an accent on ultra-high-net-worth client coverage, investment research, and portfolio execution. Focus on analyzing risk and return, preparing prospective-client materials, sourcing new relationships, and coordinating product teams to address client needs.

Location: London, Greater London, England, United Kingdom; office-based role.

Company

hirify.global is a global investment banking, securities, and investment management firm founded in 1869, headquartered in New York with offices worldwide.

What you will do

  • Support Private Wealth Advisors in implementing customized wealth management strategies for ultra-high-net-worth individuals, families, and select institutions.
  • Analyze investment portfolios for risk and return characteristics, research investment vehicles, and execute portfolio rebalancing and trades.
  • Prepare marketing presentations, participate in prospective-client meetings, conduct cold outreach, and support new business generation.
  • Provide client service, manage CRM activities, coordinate team meetings and action items, and liaise with Investment Management product groups.
  • Relay hirify.global Research and ISG market views to advisors, clients, and prospective clients.

Requirements

  • Bachelor's degree.
  • At least 5 years of financial markets experience within private wealth management, investing, or sales trading.
  • Interest in pursuing a career as a Private Wealth Advisor.
  • Strong interest in financial markets, good investment sense, and commercial instinct.
  • Excellent verbal and written communication, strong interpersonal skills, and the ability to build and foster relationships.
  • Ability to work in a fast-paced environment, think clearly under pressure, multitask, and collaborate with partners across the firm.
  • Entrepreneurial spirit and desire to work in a team-oriented environment.
  • Creative problem-solving, project management, and organizational skills.

Culture & Benefits

  • Training and development opportunities with an apprenticeship model designed to support progression toward a Private Wealth Advisor role.
  • Opportunities to grow professionally and personally through firmwide networks.
  • Benefits, wellness, personal finance offerings, and mindfulness programs.
  • Commitment to diversity, inclusion, and reasonable accommodations during the recruiting process.

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