Investment Client Service Specialist
2 weeks ago
Private Client Investment Manager – Opportunity for Career Advancement
This is an excellent opportunity for individuals with at least 1 year's experience in Investment Management, Financial Planning, or Wealth Management to join one of the UK's leading Investment & Wealth Managers in their Private Client team. Working in a dynamic and supportive environment, you will be responsible for a wide range of duties, including:
- Working closely with the Private Client Directors on all aspects of their client meetings, including setting up, arranging, and handling all post-meeting documentation.
- Maintaining client data across all systems and taking dealing instructions from clients and Directors.
- Liaising closely with back-office staff and client servicing teams to ensure best practice and best possible outcomes for clients.
- Working closely with all members of the Private Client team, participating in relevant projects and business initiatives.
Key Requirements:
- At least 2 years' relevant experience gained from within a similar Private Client Investment, Financial Planning, or Wealth Management organization.
- Experience of working with investment funds.
- Good educational background, ideally working towards Financial Planning and/or Investment qualifications.
Competitive Salary, Package, and Bonus
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