Junior 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 successfull candidate will assist the CIS team and grow into the role of 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. 

Key Accountabilities

Client partner:

• Supporting investment proposals & portfolio reviews for “bespoke” clients in discretionary & advisory solutions 
• Lead for delivering recommendation & executing client requests for “bespoke” advisory portfolios 
• Understand the clients’ needs and preferences for bespoke discretionary portfolio management. 
• Manage the money management of Personal discretionary solutions, in order to service clients invested in these offering solutions.  

ICS partner:

The voice of our Research and Portfolio Construction investment views, including product recommendations to clients & Client Advisors for Quintet: 

• Provide an active feedback loop to colleagues in ICS on offering development, investment views, and product recommendations 
• Communicate our house view to clients, ensuring high quality ‘after sales’ content for advisory portfolios and Personal discretionary solutions, when needed by established processes and requested by clients.  
• Ensure that colleague CIS 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, as also decisions of the local IC in Personal discretionary solutions in an optimal way.  
• Act as the ambassador of part of the 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 our investment solutions and client services. 

Client Advisors partner:

Ensure we drive a holistic approach to client relationships 

• Help develop, pitch and oversee customised DPM solutions tailored to the needs of ‘Bespoke’ clients 
• Help develop, maintain and oversee after sales and information providing on Personal discretionary solutions 

Change partner:

Be an agent of change for strategic transformation 

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

Knowledge and Experience

• Master degree 
• At least first experience in a similar role, or Portfolio Manager, Investment Advisor, Analyst, Client Advisor with a strong background on portfolio construction. 
   

Attributes and Qualities

• Team spirit 
• Able to manage multiple interactions 
• Problem solving mindset 
• Able to grow in to the role of delivering messages and advices to sophisticated clients but also able to understood by less sophisticated clients. 
   

Technical Skills

• Financial Market techniques / Portfolio construction 

Languages Skills

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