24/11/2022
Title: Partner, UK
Location: London, UK
Category: UK Operations
Reports to: Managing Partner
Type: Full-Time
Overview
GSB works with many private banks and institutions to provide banking, investment and credit solutions for high-net-worth (HNW) clients. The Partner, UK, will provide bespoke wealth management, private banking and lending services to clients within the Financial Conduct Authority (FCA) regulatory framework.
Responsibilities
- Source, manage and develop a sustainable portfolio of clients;
- Prepare and deliver client-focused financial planning and investment management in an efficient and timely manner;
- Conduct financial planning and investment management reviews to ensure the client’s financial goals are being met;
- Ensure work undertaken complies with regulatory guidelines of the FCA;
- Supervise and mentor Associate Partners;
- Progress in line with appropriate careers path, including taking the relevant Chartered Institute for Securities and Investment (CISI) qualifications.
Qualifications
- CISI Level IV as a minimum;
- Strong IT Literacy, including Microsoft Office
- Knowledge of FE Analytics, Weathcraft, Cashcalc and other such planning tools is an advantage but not mandatory.
Experience and skill requirements
- 5 to 7 years of experience in a similar role;
- Experience in working under FCA regulation mandatory;
- Teamwork skills;
- High attention to detail and accuracy;
- Commitment to maintaining the highest standards of compliance.
Organisational knowledge
- Company culture;
- Company structure and internal stakeholders;
- Company business systems and operations (e.g., IT, HR, database reporting).
GSB
GSB is built on a simple belief that everyone should gain from good financial investment, with the Company’s mission to create, protect, and grow wealth. But only in the most ethical and responsible ways possible. Headquartered in the Dubai International Financial Centre (DIFC), GSB is regulated by the Dubai Financial Services Authority (DFSA). Earlier in the year, the company launched operations in Geneva, Switzerland. And in July, the company received a Financial Conduct Authority (FCA) license to become directly authorised in the United Kingdom. The company plans to obtain permission to operate in Liechtenstein, which is regulated by the Financial Market Authority (FMA).