International Investment Counselor (US Based) - UK Clients

About the role

Provide investment advice to UK clients based in the US.

Responsibilities

• Develop and maintain relationships with UK clients.
• Conduct thorough research on market trends and client needs.
• Prepare and present investment strategies tailored to client objectives.
• Monitor client portfolios and provide regular performance reports.
• Stay updated on regulatory changes affecting investments.

Requirements

• Bachelor's degree in Finance, Economics, or related field.
• Minimum 3 years of relevant work experience in financial services.
• Strong analytical skills and ability to manage multiple projects simultaneously.
• Excellent communication and interpersonal skills.
• Knowledge of UK and US financial markets.

Qualifications

• Series 7 and Series 66 licenses preferred.
• Experience working with international clients.
• Proficiency in Microsoft Office Suite.

Skills

• Strong understanding of financial principles and regulations.
• Ability to analyze complex financial data.
• Effective problem-solving and decision-making skills.
• Strong written and verbal communication skills.

Benefits

• Competitive salary commensurate with experience.
• Flexible schedule with remote work options.
• Professional development opportunities.
• Health insurance benefits.

Pay

Commensurate with experience.

Schedule

Varies based on project demands.