Assistant Relationship Manager - Investment Management / Wealth

  • £30k-£40k
  • London, England, United Kingdom
  • Permanent, Full time
  • Jigsaw Search
  • 07 Nov 17 2017-11-07

To provide Relationship Management and Investment support to a Senior Private Client Relationship Manager and HNW & Intermediary Clients.

The Company:

Our client is a well-known, fast growing, innovative Investment Management company 

The Role:

To provide Relationship Management and Investment support to a Senior Private Client Relationship Manager and HNW & Intermediary Clients. 

The Assistant Relationship Manager role will play a key role in a top performing private client team, servicing high end clients, within a dynamic and highly successful investment management company.

Taking responsibility to ensure all client and wealth manager communication is accurate, appropriate and delivered at the right time, including emails, letters and proposals. Working closely with IFAs.

Receiving telephone queries from clients and wealth managers, escalating in a minority of cases where appropriate.

Acting as the Advisor's representative in the office, enabling the information flow between the Advisor and clients.

Planning and organising work flow with the advisor, especially during client reporting periods

Liaising closely with each member of the operations team to ensure full communication and understanding, minimising errors and maximising service levels.

The Opportunity:

Working for an innovative, fast growing company

Development and exposure to industry experts

The Candidate:

As a minimum 2 years' experience within a similar private client investment role. Having dealt with clients on the telephone and face to face.

Knowledge of the investment management industry.

Professional manner and well presented. Strong telephone skills!

Systems learning skills, written, numeracy, relationship building, planning and organising skills 

Accurate, flexible, innovative and responsive