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Leading Investment Manager - Client Associate - London

  • Job type: Permanent
  • Location: City of London, London
  • Salary: Competitive
  • Job reference: 361813/001_1541530835
  • Sector: Selby Jennings, Wealth Management
  • Date posted: 06/11/2018

Leading Investment Manager - Client Associate - London

A renowned Wealth Manager and Multi-Family Office that manages capital for UHNWI and offers investment advice to a range of other clients is looking to hire a talented Client Associate on the back of a strong fiscal performance, that will report directly into the Client Director and Partners. The role will be dynamic, varied and technical, and will offer a large degree of responsibility.

Responsibilities

  • Providing an excellent service as the first point of contact with UHNW clients and developing strong relationships here
  • Excellent management of client inquiries and transactions
  • Implementing and executing complex financial structures and transactions
  • Preparing precise client valuations, client reports and trade instructions
  • Liaising with for other teams in the firm
  • Supporting the client on boarding
  • Managing the CRM system
  • Ad-hoc activities and supporting the Partners

Requirements

  • Relevant experience in wealth or asset management firm
  • Experience dealing with Ultra High Net Worth's
  • First class written, presentation and interpersonal skills
  • Excellent investment knowledge
  • Ability to work both singularly and as part of a team
  • CSI or relevant wealth management professional qualifications are encouraged
  • Exceptional attention to detail

If this role is of interest please apply directly on this site, and one of the consultants at Selby Jennings will get in touch to discuss the investor relations position in more detail.