Senior Investment Advisor

Senior Investment Advisor (Front Office) - Competitive Salary - London, UK.

The Role.

At Vinco Wealth Management, we are looking to recruit a Senior Investment Manager at our Mayfair office. This is an exciting opportunity for anyone with an established client base, looking to progress their career within the investment field.

The key responsibilities include, but are not limited to:

Managing investment portfolios for existing Advisory and Discretionary clients, in accordance with the agreed investment strategy.

Expansion of your current client base of Advisory or Discretionary business.

Provide your clients with proactive market updates and investment opportunities.

The Company

Vinco Wealth Management Ltd is an FCA regulated investment management and advisory firm creating a tailored service for affluent and high net worth retail and professional clients. Our highly skilled team has gained over 100 years' experience in leading global financial services groups.

Combined with our industry experience and technical expertise, we aim to provide best-in-class customer service and investment solutions to help our clients to achieve their long-term objectives. We work with multiple custody platforms, so clients can choose the investment service that is right for their needs. We have offices in Mayfair, London and in Worcester, West Midlands.

Essential skills and requirements

Transferable book of client assets (minimum AUM GBP20M)

Effective relationship management skills

Detailed knowledge of all aspects of investments and financial markets generally

Strong external networks of professional contacts

A high level of attention to detail

Strong organisation and time-management skills with the ability to handle multiple workstreams in a fast-paced and highly pressurised environment

Advanced IT knowledge, especially Microsoft Excel

Essential Qualifications

Applicants must be RDR qualified and hold industry level qualifications (minimum CISI Level 4 Investment Advice Diploma in Securities).

Valid CF30 status and Statement of Professional Standing.

No historic adverse references or disciplinary issues.

Due to the high number of applications, we will only be able to respond to successful applicants. Agencies need not apply.

If you are keen on joining this exciting, forward-thinking company and taking the next step in your career, please click the apply now button to find out more.