Client Investment Specialist (12 Month FTC)

Purpose of the Job

Our parent company, Quintet Private Bank, is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (<1,800 employees across 30 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth.

When you join us you are joining a company that values diversity of background, equal access to opportunities, career development, collaboration and inclusiveness. We want our employees to feel proud of being part of a company that is committed to do the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes

As a Client Investment Specialist, you’ll be at the heart of our bespoke advisory and discretionary offering, working closely with Clients and Client Advisors to deliver strategic, high-impact investment outcomes.

Key Accountabilities

- Lead for investment proposals & portfolio reviews for “bespoke” clients in discretionary & advisor
- Lead for delivering recommendation & executing client requests for “bespoke” advisory portfolios
- Understand the clients’ needs and preferences for bespoke discretionary portfolio management.
- Provide an active feedback loop to colleagues in ICS on offering development, investment views, and product recommendations
- Communicate our house view to Client Advisors and clients, ensuring high quality ‘after sales’ content for discretionary mandates and advisory solutions, when needed and requested by clients.
- Implementation of investment views: ensure the different investment views, bespoke building blocks are delivered and reflected in Bespoke Advisory solutions.
- Act as the ambassador of the entire Investment capabilities of our Group (i.e. Asset Allocation, Structured Solutions, Alternatives, Fund Solutions, Equities, Fixed Income, and Direct Investments)
- Support our Client Advisors, and partner with Lending and Wealth Planning, in driving growth.
- Be an agent of change for strategic transformation
- Help develop, pitch and oversee customised DPM solutions tailored to the needs of ‘Bespoke’ clients

Knowledge and Experience

Higher Education (University / Bachelor)
Extensive experience in a similar role
Portfolio construction
Asset class analysis
Single financial instruments analysis
Financial Markets Techniques

Attributes and Qualities

Attention to Detail
Client-Centric Mindset
Communication (Verbal & Written)
Collaborative Teamwork

Languages Skills

Fluent in English, additional European language advantageous