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Private Client Investment Manager

2 months ago

Southampton, Southampton, United Kingdom Oval Recruit Ltd. Full time
Job Description

Job Title: Private Client Investment Manager

Job Type: Full-time

Location: Hampshire

Job Category: Investment and Wealth Management

About the Role:

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 Private Client Directors to deliver high-quality client meetings and ensure seamless communication with clients and Directors.
  • Maintain accurate and up-to-date 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.
  • Collaborate with all members of the Private Client team to participate in relevant projects and business initiatives.

Requirements:

  • At least 2 years of relevant experience in a similar Private Client Investment, Financial Planning, or Wealth Management organization.
  • Experience 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.