Investment Management - Entry Role

Posted 8 December 2021 by Ad Idem Consulting Limited
Ending soon

The interview process will be smooth and simple and this is an ideal step into investment management at one of the worlds’ leading firms. The role will include;

  • Handling and prioritising complex assigned or escalated client requests - if required following up with internal partners or clients directly to resolve outstanding issues.
  • Following standardised procedures to resolve client issues.
  • Conducting research to fulfil complex client requests and transactions.
  • Identifying trends in complex issues and collaborating with internal partners to develop solutions.
  • Ensuring client inquiries are resolved and communicated within defined service levels including ensuring all communications are within regulatory guidelines, and are accurate, clear, and concise.
  • Developing and maintaining proficient knowledge funds, products, and services.
  • Understanding the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients.
  • Participating in special projects and performs other duties as assigned.
  • The opportunity to provide training to less experienced team members.

Required skills

  • Asset Management
  • Client Services
  • Investment Management
  • Pensions

Application questions

Do you have pension experience?
Do you have a degree?

Reference: 44976371

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