We are seeking a highly motivated and knowledgeable Senior Investment Broker to join our team. As an Investment Broker, you will be responsible for providing clients with sound financial advice, assisting them in managing their investment portfolios, and developing customised strategies to help meet their financial goals. You will offer guidance on various financial instruments, including stocks, bonds, mutual funds, and alternative investments, ensuring compliance with relevant regulations and risk management strategies.
The position is based in Oxford Circus, London
Client Engagement: Build and maintain strong relationships with new and existing clients. Understand their financial goals, risk tolerance, and investment preferences to provide personalised investment advice.
Portfolio Management: Develop and manage tailored investment portfolios for clients, considering their financi...