Uk Investment Counsellor
Current- Serve as the primary advisor for high-net-worth UK clients, fostering trusting, professional relationships in an amenable and effective manner. - Conduct quarterly client reviews to ensure asset allocation aligns with the financial goals in relation to their investment horizon. - Educate clients on portfolio strategy and market events, supported by collaboration with portfolio decision-makers and research teams.- Operate within a fiduciary, commission-free structure that aligns with client interests and adheres to UK regulatory practices.