Senior Investment Advisor

at  Charterhouse

JOB DESCRIPTION

Charterhouse is working with one of the fastest growing Financial Services firms who is looking to hire a Senior Investment Advisor to join their team.

The Senior Investment Advisor will be responsible for bringing new clients on board and acting as the point of contact for leads, drafting investment proposals and managing the pipeline of ongoing cases. This role will be expected to monitor market performance to develop and deliver sound investment advice and strategies and execute accurate reporting that enables sound analysis and financial recommendations.
In addition, this role will also be responsible for overseeing the marketing initiatives related to respective clients and attending network events to build potential client base and cultivate new relationships whilst maintaining and managing existing ones.
The Advisor will lead due diligence, coordinate transaction execution, fund closing as well as the finalisation signing of all security documentation for fund releases.