Client Relationship Analyst

1 month ago


London, United Kingdom DARTMOUTH PARTNERS Full time

Job Description

We have partnered with a small multi-family office in London, offering wealth management, investment management and family office services. They oversee the financial interests of high-net-worth families, charities and endowments. The firm is growing and they’re looking to hire a Junior Client Analyst based in their London Office.

The role sits within their Client Relationship Team, who are responsible for ensuring high quality service, bespoke reporting and onboarding for their global clients.

The role will require excellent numerical and written skills from the successful candidate. Main responsibilities will include:

  • Existing client service: Ensuring clients receive the highest quality service
  • Portfolio management: Implementing investment committee decisions across all client portfolios
  • New client onboarding
  • Marketing: Supporting the client relationship directors with new business development
  • Working closely with the investment and operations teams

The ideal candidate will be a 2023 or 2024 graduate and have:

  • Internship experience or an academic background in finance (preferably wealth management or investments)
  • Strong analytical and numerical skills
  • Good communication skills, both oral and written
  • Be able to manage a busy and varied workload while maintaining high standards and flexibility
  • Be well organised with strong attention to detail
  • Be mature and have strong interpersonal skills and be able to work effectively within a team
  • Have an advanced knowledge of Excel and other Microsoft Office applications

Please note this role requires you to have the right to work in the UK.

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