International Investment Counselor (US Based) - UK Clients
Core
Serve high-net-worth clients in the UK by managing their investment portfolios, reviewing asset allocation, and educating them on market events and portfolio strategy.
Role type
Senior IC investment counselor (fiduciary)
Builds
Personalized investment portfolios for UK clients
Domain
Wealth management / Asset management
Required skills
Asset management, Financial client services, Portfolio strategy, UK regulatory practices, Consultative approach
Preferred skills
Series 65 exam, Bachelor's degree or equivalent experience
Technologies
N/A
Responsibilities
Build trusting professional relationships with UK clients, Proactively connect with clients quarterly to review asset allocation, Educate clients on top-down portfolio strategy and market events, Demonstrate knowledge of UK regulatory practices and adhere to operational responsibilities
Seniority
Mid-level, hands-on IC