Investment Manager's Assistant
2 weeks ago
**Investment Manager's Assistant - Manchester - Salary negotiable depending on experience - Leading Wealth Management Organisation**
MBF are currently working with a prestigious Wealth Management Institution who are looking to add an Investment Manager's Assistant to their highly experienced team in Manchester.
This company provide Wealth Planning & Investment Management Services to individuals, family offices, trusts, business owners and charities. They offer a range of bespoke, long term investment services in order to grown and maintain their client's portfolios.
**The role**:
- Support the Portfolio Management team and their clients
- Setting up accounts for new clients and intermediaries and arranging meetings
- Make sure that client accounts and portfolios are kept compliant
- Be a point of contact for clients, intermediaries, solicitors, trustees and accountants - answering their questions, knowing where to go for help, and keeping a record of their enquiries.
- Create cash-transfer requests, liaising with Fund Managers and complying with regulations to ensure clients' instructions are met
- Check clients' transaction statements, monitor outstanding deals and report any errors
- Keep colleagues informed about their clients, reporting any changes, queries or problems
- Complete and distribute client reports
- Act as the first port of call for some clients. You will work closely with Portfolio Managers and Directors and have a comprehensive understanding of their needs
- Attend client meetings with Portfolio Managers & Directors
**Requirements**:
- Ideally you will have studied towards professional qualifications such as Investment Advice Diploma
On offer:
- Competitive basic salary
- First class benefits package
- Flexible working considered
- Career progression and study support
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