Client Investment Specialist Jobs

Client Investment Specialist

Quintet Private Bank

Location:
United Kingdom, London

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

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. This is a regulated UK role with responsibility for managing high-value Advisory client relationships.

Job Responsibility:

Lead for investment proposals & portfolio reviews for 'bespoke' clients in discretionary & advisory services
Lead for delivering recommendation & executing client requests for 'bespoke' advisory portfolios
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
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
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

Requirements:

Higher Education (University / Bachelor)
Extensive experience in a similar role
Portfolio construction
Asset class analysis
Single financial instruments analysis
Financial Markets Techniques
Attention to Detail
Client-Centric Mindset
Communication (Verbal & Written)
Collaborative Teamwork
Fluent in English
Must hold relevant UK certifications (Level 4 IAD and/or Level 6 PCIAM)
Proven experience in managing Advisory relationships end-to-end including providing investment recommendations and overseeing full suitability processes

Nice to have:

Additional European language advantageous

Additional Information:

Job Posted:
December 11, 2025

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