Leading wealth manager that services the top end of the HNW space. The role spans a wide range of responsibilities including managing client relationships, portfolio implementation and assisting with business development. Require 5-7+ years experience in a similar client focussed role in the wealth space.
Responsibilities:
- Managing complex portfolio structures, potentially across multiple jurisdictions, utilising both liquid and illiquid investment strategies
- Working with clients and their advisers to ensure a high level of service
- Preparing presentations, proposals and analytical information to an excellent standard
- Marketing the firm and preparing proposal documents for potential clients
- Executing transactions and liaising with third party custodians
- Keeping up to date with economic and market data
- Supporting and mentoring junior portfolio managers within the team Collaborating.
Skills & Experience:
- 5-7+ years experience
- Excellent verbal and written communication skills
- Demonstrable experience of building rapport and interacting with clients effectively
- An interest in performing a critical role while learning in a fast-paced, highly skilled environment
- Ability to work under pressure
- A track record of building strong working relationships both internally and externally
- Flexible, able to work autonomously as well as take direction as needed
- Strong numerical ability and high attention to detail
- Knowledge of both public market and private market investments helpful
- Knowledge of Microsoft Office including Word, PowerPoint and Excel (Bloomberg and Morningstar also useful)
- Client Dealing Function under the FCA’s Senior Managers and Certification Regime (“SMCR”)
