Portfolio Manager Liaison
1 month ago
Freshminds, a boutique private investment firm, seeks to enhance its Client Services team. As a key member of this team, you will collaborate closely with client advisors and senior management to effectively manage high-net-worth clients' portfolios.
The successful candidate will be responsible for:
- Building strong relationships with clients and their advisors
- Attending client meetings to foster long-lasting connections
- Administrative tasks including documentation, reporting, and portfolio reviews
This role is ideal for individuals with 1-2 years of experience in a similar client services or banking capacity, who are interested in wealth management and eager to develop their own client base. Key skills and qualifications include:
- Strong organisational skillset with attention to detail
- Ability to build and maintain effective relationships
- Personable and enthusiastic nature
We estimate the salary range for this position to be around £45,000 - £60,000 per annum, depending on location and experience. This role offers a unique opportunity to join a dynamic team and contribute to the growth of a leading private investment firm.
About Freshminds
Freshminds is a boutique private investment firm dedicated to providing exceptional service to high-net-worth clients. Our team is passionate about delivering tailored solutions and building lasting relationships. We believe in creating a supportive and collaborative work environment that fosters growth and development.
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