Portfolio Management Associate
1 week ago
We are a global investment manager, providing investment services to individuals, charities, and institutions. We have around 6,000 people on six continents, and we've been around for over 200 years.
The RoleWe are seeking an experienced professional to join our team as a Client Services Executive. In this role, you will work closely with Portfolio Managers and Directors to develop relationships of trust with our clients. Your responsibilities will include handling administrative duties promptly, setting up accounts for new clients, and ensuring client accounts are compliant and in-keeping with current regulation and procedures.
Key Responsibilities- Work closely with Portfolio Managers and Directors to develop relationships of trust with our clients
- Handle administrative duties promptly for our clients, such as cash transfer requests and monitoring overdrafts
- Set up accounts for new clients
- Ensure client accounts are compliant and in-keeping with current regulation and procedures
We offer a competitive salary of £50,000 per annum, plus benefits including a pension scheme, life insurance, and 25 days annual leave.
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Investment Management Associate
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Portfolio Data Product Manager
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