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Senior Associate, Asset Management
3 months ago
The UK Wealth Management team is a fast growing, high priority channel for Dimensional, seeking to grow assets with Wealth Managers, Discretionary Fund Managers (DFM's) and Family Offices throughout the UK.
By building strong relationships with these organisations, Dimensional is better equipped to understand their investment needs and identify opportunities.This role reports to the Head of the Client Relationship Group, EMEA but is firmly embedded in the UK Wealth Team and will take leadership and guidance from those within the team.
In return you will be rewarded with genuine career development opportunities.As a Senior Associate within EMEA's Global Client Group, you would be responsible for assisting Regional Directors in carrying out business development, relationship management and client retention activities.
The Senior Associate plays an integral role in delivering high quality relationship management, superior query resolution expertise and highly detailed technical investment support.
Support Regional Directors with all aspects of relationship management and business development for both new and existing clients.Actively empowered to lead on an agreed group of organisations and implement a proactive outreach strategy.
Work closely with others across Dimensional, both locally and globally, to manage projects and initiatives for the Global Client Group.
Excellent time management and prioritisation skills.Confident self-starter capable of managing multiple projects.
Project management skills highly regarded.
Bachelor's Degree or equivalent in Finance, Business, Economics or related field preferred.
Strong computer skills with proficiency in Excel, PowerPoint and Word.
Must hold, or pass within 6 months of joining, the CFA IMC certificate.
