Investment Assistant Private Client Investment

Oval Recruit Ltd
Covent Garden
10 Jan 2018
09 Feb 2018
Contract Type
Full Time

Investment Assistant – Private Client Investment

Leading UK Private Client Investment Manager, Based Central London

£30,000 + Excellent Package & Bonus

This is an excellent opportunity for individuals with a proven Sales Support, Investment Administration, Client/Relationship Management Support background to join a leading UK Private Client Investment Manager, based out of their Central London head offices. Working within the Investment Management team, you will be responsible for handling contact with Private Clients and their Advisers (Wealth Managers, IFA’s etc.) as well as providing support to the Investment Managers. This will include:

·Taking primary responsibility for accurate Investment Administration for a group of High Net Worth clients

·Responsible for the accuracy of all Client and Wealth Management communication

·Handle all telephone and email queries from Clients and Wealth Managers

·Where necessary (and subsequent to qualifications) explain products, portfolios and services to clients as well as work on client portfolio reviews

·Plan and organise work flow with Investment Manager

·Work closely on all Operational activities including valuation of funds, asset transfers and other operational duties

·Work closely with the Investment Manager on all relevant client portfolios

To be successful in this role, you should have experience of the following:

·Experience of working in a Support capacity within a Private Client Investment Management, Wealth Management, Stockbroking, Private Bank or Investment Platform (or similar) firm

·Knowledge of Private Client Investment Management and/or Wealth Management products

·Excellent communication and presentation skills with a desire to further develop career within a Client orientated role.

·Strong Administrative, Organisational and Support experience

In return our client offers:

·Opportunity to develop your career in a progressive, dynamic organisation

·Genuine opportunity to progress in Private Client Investment Management

·Basic Salary of up to £30,000 + Excellent Package and Bonus

·Opportunity to take further Investment qualifications

For more information, please contact Edward Groves

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