Senior Investment Assistant
2 weeks ago
In an exciting move, abrdn's Discretionary business has been acquired by LGT and this role will be moving along with the rest of the discretionary business to LGT in H2-2023.
Key Responsibilities
In this role you will assist the CPMs in acquiring and managing clients within our Discretionary business.
You will also help maximise the profitability of existing relationships by ensuring that clients receive an exceptional quality of service on a day to day basis.
You will manage your own workload and take responsibility for ensuring that the client records and systems are set up accurately and managed effectively, taking any reasonable steps to remedy errors and report any deficiencies to the CPM.
Core Outcomes- To ensure that all client accounts are set up accurately.- To ensure that day-to-day client relationships are effectively managed and that all paperwork and systems are properly maintained.- To deal with client enquiries and calls and act as first point of contact when the CPM is out of the office.- To collate client data to support the production of central reporting data and produce client reporting packs- To assist the CPM's in the recruitment and retention of High Net Worth clients through direct means as well as through intermediary channels- To support the CPM's with preparation for client and marketing meetings, and to work on presentations and correspondence- To assist with reviewing portfolios for implementation of investment changes and the monitoring of adherence to guidelines- To identify and research potential new clients and introducers and support CPMs in approaching those identified- To aid the development and enhancement of the brand of abrdn in the market place.- To develop and improve processes to ensure that clients receive an exceptional client experience.
What we're looking for- Proven relevant experience within a client servicing function in a client focussed financial services environment.- Understanding of client acquisition and management in the High Net Worth space.- Understanding of Financial markets and FCA and other statutory regulations.- Relevant Private Client relationship experience and industry knowledge.- Understanding on the use of HNW computer systems.- Some knowledge of portfolio construction and how this is influenced by clients' tolerance for risk.- Use of Microsoft Office Software packages e.g.
Core Skills- Commitment to quality & strong attention to detail.- Professionalism and business integrity.- Strong work ethic and stamina.- Decision making and judgement.- Excellent Time-keeping and organisational skills.
We're committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment.
We define diversity in its broadest sense - this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance.
We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.-
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