International Investment Counselor
Insight Global
International Investment Counselor
Required Skills & Experience: Bachelors Degree Preferred but not necessary, 1+ years of experience in asset management, financial and client services. Will be required to pass the Series 65.
Nice to Have Skills & Experience: Series Certification.
Job Description: As an International Investment Counselor you will:
- Work with our UK clients to build a trusting and professional relationship
- Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
- Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
- Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
- Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities
Vacancy posted 2 days ago
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