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Investment Counsellor (private Banking)

Posted 4 December 2017 by Integrity Resource Solutions Ended

Are you looking for something new and exciting within the IFA or Banking world but continue your finance career by joining one of the world class Investment Management organisation?

Tired of financial sales and want to focus on forging strong client relationships and providing exceptional client service?

My client is a privately-held investment management company that manages portfolios for high net worth private clients and some of the world's preeminent institutions. Due to the significant growth within the financial services industry over the past decade this organisation is now searching for a highly talented Investment Counsellor to join their team in their London office to work with clients in Sweden.


  • Oversee high-net-worth client relationships
  • Communicate current market strategy and portfolio updates to assigned clients
  • Act as the liaison between affluent clients and the organisation’s investment decision-makers
  • Gain advanced finance and capital markets education through their training and mentoring program
  • No prospecting, cold-calling or sales.


  • Native or Fluent Swedish AND English language skills essential (Fluent language skills in Italian, Spanish, French, Finnish, Danish, Norwegian, or Dutch beneficial)
  • 3+ years of investment industry or financial services success
  • Applicable finance experience and knowledge of finance and capital markets
  • Efficient and organized time management skills
  • Dynamic communication skills
  • Highly articulate and personable with a strong, professional work ethic
  • University Graduate
  • FCA, RDR level 4 qualifications preferred.

If you are currently working within a High/Ultra high net worth Bank and fluent in Swedish, or other European languages my client would like to talk with you. Please forward me a copy of your CV I will follow this up with a discussion about this exciting opportunity.

Required skills

  • Finance
  • Investment Management
  • Portfolio Management
  • Swedish
  • European languages

Reference: 33952593

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