The Junior Relationship Manager role sits within an important team at this highly credible boutique Wealth Management company. This is a great opportunity for the right candidate with 2-4 years' experience within a similar investment support role to join a superb team with great prospects.
The Junior Relationship Manager will be responsible for Client reporting and Private Client communication and dispatch of periodic reports (valuations, tax packs).
Assisting with preparation for client meetings and attending client meetings and following up on action points where appropriate.
The Junior Relationship Manager will respond to general private client queries around investment portfolios.
Portfolio modelling and implementation of investment strategy (i.e. initiate, monitor and ensure completion of trades)
Attending regular investment team meetings and internal updates and involvement in annual review of clients' investment objectives and restrictions
2-4 years' experience in a similar Investment Support role dealing with Private Clients is essential.
Level 4 IAD qualification is essential - or working towards.
An interest in Investment Markets.
Takes initiative for own work, but also works well as part of a team and at all times acts in a professional manner.
Accuracy and attention to detail and will take time to double check work.
Strong communication skills; both verbal and written.
Deals with all matters promptly, professionally and effectively without being reminded.