Lead Investment Counsellor - Remote at Jobgether – Austria
Jobgether
Austria, Austria
Posted on
NewJob Function:Information Technology
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About This Position
Lead Investment Counsellor - Remote
This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Investment Counsellor - REMOTE. This role will play a crucial part in advising high-net-worth and institutional clients, employing a strategic investment approach to help achieve their financial aspirations. The ideal candidate will have the opportunity to work within a dynamic team that values innovation and integrity. As you build long-term relationships based on trust and expertise, you'll be contributing directly to the success of clients' portfolios. Furthermore, this position allows for significant responsibility in a flexible work environment, with a focus on meeting clients' diverse needs amidst evolving market conditions.
Accountabilities- Advise high-net-worth and institutional clients with tailored, discretionary investment strategies aligned to their financial goals.
- Build and maintain long-term client relationships through proactive communication, regular portfolio reviews, and exceptional service.
- Act as a trusted advisor by addressing client concerns, sharing market insights, and collaborating with their broader financial team.
- Conduct in-depth assessments of client objectives, risk tolerance, time horizon, and preferences to inform portfolio construction.
- Monitor, rebalance, and review portfolios to ensure ongoing alignment with client needs and market conditions.
- Develop and execute business development strategies to identify and convert new opportunities.
- Cultivate a strong referral network through partnerships with legal professionals, accountants, and investment consultants.
- Collaborate with internal teams to ensure seamless execution and high-quality support.
- Stay current on global markets, economic trends, and regulatory developments to inform client strategy.
- Uphold the highest ethical standards, maintaining full regulatory compliance.
- 510+ years of experience in investment counselling, institutional relationship management, or discretionary portfolio management.
- CFA charter holder and/or CIM designation required.
- Current registration as an Advising Representative in good standing with the relevant securities regulator.
- In-depth knowledge of the investment landscape, capital markets, and regulatory environment.
- Exceptional interpersonal and communication skills with a proven ability to gain the trust of clients.
- Demonstrated success in business development and growing assets under management.
- Proficiency in financial analysis and synthesizing investment strategies.
- Strong presentation and client-facing capabilities.
- Collaborative team player and independent self-starter with a commitment to excellence.
- Competitive total rewards and performance-based bonuses.
- Employee ownership opportunities for top performers.
- Full benefits package, including health and wellness coverage.
- Paid time off and holidays.
- Learning and development programs.
- Corporate fitness reimbursement and discounts.
- Volunteer and charitable donation matching.
- Generous annual vacation entitlement.
- Support for career growth and overall well-being.
Why Apply Through Jobgether?
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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Job Location
Austria, Austria
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