Client Investment Specialist

Purpose of the Job

Our parent company, Quintet Private Bank, is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (<1,800 employees across over 30 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth.

When you join us you are joining a company that values diversity of background, equal access to opportunities, career development, collaboration and inclusiveness. We want our employees to feel proud of being part of a company that is committed to do the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes.

Key Accountabilities

-Client partner: Act as the “Investment Specialist” at the kitchen table for our wealthy clients and their families, delivering and implementing the full Discretionary and Advisory offering, partnering with the Client Advisors, and being innovative and tenacious in meeting client needs.  
-Lead for investment proposals & portfolio reviews for “bespoke” clients in discretionary & advisory.  
-Lead for delivering recommendation & executing client requests for “bespoke” advisory portfolios  
-Understand the clients’ needs and preferences for bespoke discretionary portfolio management.  
-Cover a very large book of clients in terms of AUM and number of portfolios.  
-ICS partner: the voice of our Research and Portfolio Construction investment views, including product recommendations to clients & Client Advisors for Quintet:  
-Provide an active feedback loop to colleagues in ICS on offering development, investment views, and product recommendations  
-Communicate our house view to Client Advisors and clients, ensuring high quality ‘after sales’ content for discretionary mandates and advisory solutions, when needed and requested by clients.   
-Ensure that CAs are ‘enabled’ to provide best ideas to meet client needs  
-Implementation of investment views: ensure the different investment views, bespoke building blocks are delivered and reflected in Bespoke solutions.   
-Act as the ambassador of the entire Investment capabilities of our Group (i.e. Asset Allocation, Structured Solutions, Alternatives, Fund Solutions, Equities, Fixed Income, and Direct Investments)  
-Client Advisors partner: ensure we drive a holistic approach to client relationships  
-Support our Client Advisors, and partner with Lending and Wealth Planning, in driving growth.  
-Help develop, pitch and oversee customised DPM solutions tailored to the needs of ‘Bespoke’ clients  
-Change partner: be an agent of change for strategic transformation  
-Favour book transition according to Group objectives  
-Support solutions’ harmonisation to a more efficient value chain for investments  

Knowledge and Experience

Extensive experience in a similar role, or Portfolio Manager, Investment Advisor, Analyst, Client Advisor with a strong background on portfolio construction

Attributes and Qualities

Flexible  
Team spirit  
Able to manage multiple interactions   
Able to deliver messages and advices to sophisticated clients but also able to understood by less sophisticated clients.  

Technical Skills

Financial Market techniques / Portfolio construction  

Languages Skills

Fluent in English. Any other language will be considered an advantage.