Client Investment Specialist

Purpose of the Job

Puilaetco - A Quintet Private Bank is a leading private bank in the wealth management sector. We are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (<2,000 employees across 50 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth. When you join Quintet you are joining a company that values diversity of background, equal access to opportunities, career development, collaboration and inclusiveness. We want our employees to feel proud of being part of a company that is committed to do the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes. 

The ideal candidate will have to act as the “Investment Specialist” at the kitchen table for our wealthy clients and their families, delivering and implementing the full Discretionary and Advisory offering, partnering with the Client Advisors, and being innovative and tenacious in meeting client needs, as well as being the voice of our Research and Portfolio Construction investment views, including product recommendations to clients & Client Advisors for Quintet, and to be a real agent of change for strategic transformation.

Key Accountabilities

Client partner: 

• Lead for investment proposals & portfolio reviews for “bespoke” clients in discretionary & advisory. 
• Lead for delivering recommendation & executing client requests for “bespoke” advisory portfolios 
• Understand the clients’ needs and preferences for bespoke discretionary portfolio management. 
• Manage bespoke discretionary mandates, according to house models and building blocks, taking accepted client preferences into account. 

ICS partner: 

• 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, when needed and requested by clients.  
• Ensure that CAs are ‘enabled’ to provide best ideas to meet client needs 
• Implementation of investment views: ensure the different investment views, bespoke building blocks are delivered and reflected in Bespoke advisory and discretionary mandates, while implementing the Portfolio Construction team model portfolios and recommendations in bespoke discretionary solutions.  
• Act as the ambassador of the entire Investment capabilities of our Group (i.e. Asset Allocation, Structured Solutions, Alternatives, Fund Solutions, Equities, Fixed Income, and Direct Investments) and show ownership in project groups on optimizing out investment solutions and client services. 

Client Advisors partner: 

• Ensure we drive a holistic approach to client relationships
• Support our Client Advisors, and partner with Lending and Wealth Planning, in driving growth. 
• Help develop, pitch and oversee customised DPM solutions tailored to the needs of ‘Bespoke’ clients 

Change partner: 

• Favour book transition according to Group objectives 
• Support solutions’ harmonisation to a more efficient value chain for investments 

Knowledge and Experience

• Master Degree (CFA is an extra) 
• At least 10 years of experience in a similar role, or Portfolio Manager, Investment Advisor, Analyst, Client Advisor with a strong background on portfolio construction. 

Attributes and Qualities

• Flexible 
• Team spirit 
• Able to manage multiple interactions 
• Problem solving mindset 
• Able to deliver messages and advices to sophisticated clients but also able to understood by less sophisticated clients. 
• Able to lead more junior team members by example 

Technical Skills

• Financial Market techniques / Portfolio construction

Languages Skills

• Fluent French and English. Any other language will be considered an advantage (Dutch).