Address
Form of work
SalaryThe Client
An established and highly recognised Wealth Management firm. Specialising in Ultra High Net Worth Clients & Families and Investment Management.
The Role
The Senior Assistant Relationship Manager will hold a Level 4 IAD working towards a Level 6.
The Senior Assistant Relationship Manager must have a DiscretionaryInvestment Management Client experience.
This role will be operating within the UHNW clients and families and managing their discretionary investment portfolios.
The Senior Assistant Relationship Manager will work closely with a Senior Relationship Manager and will be responsible for maintaining and amplifying relationships with both clients and executive teams in their family office including attending meetings with clients and interested parties, providing information, answering ad-hoc queries and providing various updates.
The Senior Assistant Relationship Manager will fulfil, monitor, and review investments, communicating investment strategies and solutions to clients.
The Senior Assistant Relationship Manager’s responsibility is to make certain communication to clients accurately and in a timely manner.
The Senior Assistant Relationship Manager will be covering payments, trades, preparing client meeting documentation.
The Candidate
Must hold a Level 4 IAD working towards a Level 6.
2-4 years - will have a DiscretionaryInvestment Management Client experience.
Experience in assisting with and/ or managing client investment portfolios.
Ambition to develop within Relationship Management and an interest in Investment markets.
Experience working with systems and procedures within an Investment Management company.
Will feel confident to attend face to face client meetings.
Attention to detail and thoroughness is a necessity to maintain high levels of client service.
