International Private Bank, Team Lead, Investment Specialist, UK Team

Job description

For those with an entrepreneurial spirit, a tenacity to succeed and a passion for delivering world class service to our clients, this role is an exciting opportunity to further build your career. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. Job Summary: As an Investment Specialist & Team Lead in our UK private banking business, you would lead in communicating market strategy and investment knowledge to sophisticated clients and investment committees in portfolio reviews and investment forums, while also consulting with clients to determine their portfolio objectives and long term asset allocations. Our investment/product universe is the entire spectrum of WM open architecture platform including Fixed Income, Equities, Alternatives and global multi-asset mandates. You would quickly establish credibility internally and externally, partner with Private Bankers, Investors, Lending Advisors, Wealth Advisors and Philanthropists within our UK private banking business and build rapport with clients as investment expert of the firm in order to promote services to endowments & fou...