Client Investment Specialist - 12 Month FTC
@ Brown Shipley | A Quintet Private Bank

London, England, United Kingdom
£75,000
On Site
Full Time
Posted 9 hours ago

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XXXXXXXX XXXXXXXXXXXXX XXXXXXXXXX***** @brownshipley.com
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Job Details

Purpose of the Job

At Brown Shipley, a Quintet Private Bank, we are a leading private bank in the wealth management sector with a commitment to personalized client service and fiduciary excellence. As a Client Investment Specialist - 12 Month FTC, you will be at the heart of our bespoke advisory and discretionary offerings, working closely with Clients and Client Advisors to deliver strategic, high-impact investment outcomes.

Key Accountabilities

  • Lead investment proposals and portfolio reviews for bespoke discretionary and advisory clients.
  • Deliver recommendations and execute client requests for tailored advisory portfolios.
  • Understand and address client needs for bespoke discretionary portfolio management.
  • Provide active feedback on investment views, product recommendations and offering development.
  • Communicate our house view to ensure high quality after-sales content.
  • Implement investment views and ensure they are reflected in advisory solutions.
  • Act as an ambassador for our Group’s full range of investment capabilities.
  • Support Client Advisors and partner across Lending and Wealth Planning to drive growth.
  • Champion strategic transformation and develop bespoke DPM solutions.

Knowledge and Experience

Applicants should have a higher education degree (University/Bachelor) with extensive experience in a similar role. Key areas include portfolio construction, asset class analysis, single financial instruments analysis and financial market techniques.

Attributes and Qualities

  • Attention to Detail
  • Client-Centric Mindset
  • Strong Communication Skills
  • Collaborative Teamwork

Language Skills

Fluent in English. Additional European language is advantageous.

Key skills/competency

  • Investment proposals
  • Portfolio reviews
  • Bespoke advisory
  • Client advisory
  • Portfolio construction
  • Asset class analysis
  • Financial markets
  • Wealth management
  • Communication
  • Collaboration
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How to Get Hired at Brown Shipley | A Quintet Private Bank

🎯 Tips for Getting Hired

  • Research Brown Shipley's culture: Understand their commitment to wealth management excellence.
  • Customize your resume: Highlight experience in bespoke investment advisory.
  • Emphasize technical skills: Include portfolio construction and asset analysis.
  • Prepare for interviews: Practice explaining client-centric strategies.

📝 Interview Preparation Advice

Technical Preparation

Review portfolio construction methodologies.
Brush up on asset class analysis.
Study financial market techniques.
Practice investment proposal presentations.

Behavioral Questions

Describe a challenging client situation managed.
Explain your teamwork in investment advisory.
How do you handle feedback on proposals?
Discuss working collaboratively under pressure.

Frequently Asked Questions