A Gibraltar based Private Bank with a world wide presence has an opportunity for an Investment Adviser to join their successful Relationship Management Support Team.
Working in the RM support team and working along side Senior Relationship Managers you will research prospective client and introducer networks to promote the banks services and products.
Duties will include
o Prepare investment proposals for clients
o Provide support to Relationship Managers and their existing and prospective clients by responding to enquiries, requests including inputting/ authorisation of securities deals, f/x, deposit rollovers and other client matters.
o Conduct special projects as assigned by Team Head and Head of Front Office in conjunction with Senior Relationship Managers.
o Assist with activity and marketing reports.
o Assist in the opening and closing of accounts, as well as maintenance & update of account opening documentation.
o Produce valuations and statements for clients.
Applicants will be knowledgeable about the worldwide economy and financial markets and be able to demonstrate a high level of client focus with a drive for excellence.
Experience within a similar role is essential.
Oct 24, 2018 · Buendi54
Great! I need a professional advisor as planning to sell a property. Also, I need complete information on Cost Inflation Index (https://www.goodmoneying.com/cost-inflation-index-cost-of-acquisition/), as this will come under capital asset. Sometimes, I think internet has been of great help to us.