Client Services Analyst
7 days ago
Freshminds have partnered with a boutique private investment firm who are looking to build their Client Services team.
Working with high-net-worth individuals and family offices, you’ll be closely collaborating with client advisors and the senior management team to help manage their client’s portfolio.
What you’ll be doing:
- Liaising with clients and client advisors
- Attending client meetings, creating and maintaining long-lasting relationships
- Administrative tasks including documentation, reporting, and portfolio reviews
Requirements:
- 1-2 years of experience in a similar client services role or banking remit
- Interest / experience in wealth management
- Eagerness to build own client book, identify leads and referrals
- Organisational skillset, high attention to detail
- Strong relationship builder
- Personable and enthusiastic nature
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