Private Client Investment Manager
3 weeks ago
Job Title: Private Client Investment Manager
Job Type: Full-time
Location: Hampshire
Job Description:
We are seeking an experienced Private Client Investment Manager to join our team at Oval Recruit Ltd. in Hampshire. As a Private Client Investment Manager, you will be responsible for providing exceptional client service and support to our private clients.
Key Responsibilities:
- Work closely with the Private Client Directors on all aspects of client meetings, including setting up, arranging and handling all post-meeting documentation.
- Maintain client data across all systems and take dealing instructions from clients and Directors.
- Liaise closely with back office staff and client servicing team to ensure best practice and best possible outcomes for clients.
- Work closely with all members of the Private Client team, participating in relevant projects and business initiatives.
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.
- Proven client-focused background, with a strong proactive and energetic approach to work.
- Good educational background, ideally working towards Financial Planning and/or Investment qualifications.
- Excellent communication and administrative skills.
What We Offer:
- Excellent working environment.
- Excellent base salary, package and bonus.
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