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JOB DESCRIPTION: PRIVATE CLIENT STOCKBROKER
Level 4 IAD qualified
Key Responsibilities:
- Advising primarily FTSE 350 equity investment opportunities to existingHNW clients.
- Updating and monitoring HNW clients on their investment portfolios and developing existing and new client relationships
Skills & Experience:
- RDR / IAD / CISI Level 4 or above qualification is required
- In depth understanding of the current financial and investment markets
- At least 2 years’ experience in an advisory stockbroking position
- Natural sales ability with excellent client relationship and communication skills
- Meticulous attention to detail and exceptional planning and organisational skills
- Confident when communicating with HNW/UHNWs in person or over the phone
- Fluent at describing and understanding UK markets, explain the benefits and risks specific to the clients’ objectives and needs
