Assistant Relationship Manager - Private Client Investment

Posted 12 June by Oval Recruit
Easy Apply Ending soon

Assistant Relationship Manager - Private Client Investment

Leading UK Private Client Investment Manager, Based City of London

£35,000 - £40,000 + Excellent Package & Bonus

This is an excellent opportunity for individuals with a proven Wealth/investment Management background to join a leading UK Private Client Investment Manager, based out of their City of London head offices. Working within the Investment Management team, you will be responsible for handling contact with Private Clients and their Advisers (Wealth Managers, IFA’s etc.) as well as providing support to the Relationship Managers. This will include:

  • Taking primary responsibility for accurate Investment Administration for a group of High Net Worth clients
  • Ensure all deals are placed correctly and efficiently
  • Responsible for the accuracy of all Client and Wealth Management communication
  • Handle all telephone and email queries from Clients and Wealth Managers
  • Where necessary (and subsequent to qualifications) explain products, portfolios and services to clients as well as work on client portfolio reviews
  • Work closely with Relationship Manager on all relevant client portfolios

To be successful in this role, you should have experience of the following:

  • At least 3 years’ experience within Financial Services/Wealth/Investment Management in a support capacity
  • Proven, support and client relationship management skills
  • Knowledge of Private Client Investment Management products
  • Excellent communication and presentation skills with a desire to further develop career within a Client orientated role.
  • Strong Administrative, Organisational and Support experience

In return our client offers:

  • Opportunity to develop your career in a progressive, dynamic organisation
  • Genuine opportunity to progress in the Private Client Investment Management firm
  • Basic Salary of £35,000 - £40,000 + Excellent Package and Bonus

For more information, please contact Edward Groves

Required skills

  • Investment
  • Investment Management
  • Wealth Management
  • Investment Administration
  • Private Client

Reference: 38201237

Bank or payment details should never be provided when applying for a job. For information on how to stay safe in your job search, visit SAFERjobs.

Report this job