Associate, Client Portfolio Manager, UHNW Associate, Client Portfolio Manager, UHNW …

F&L Search
in London, United Kingdom
Permanent, Full time
Last application, 19 Jan 21
£40,000 - £45,000 + 15%
F&L Search
in London, United Kingdom
Permanent, Full time
Last application, 19 Jan 21
£40,000 - £45,000 + 15%
Posted by:
Rob Farenden • Director
Posted by:
Rob Farenden
Director
Leading wealth manager that services the top end of the HNW space. This role will be to mainly support the team of senior relationship managers while getting exposure to the full breadth of work that goes into being the provider of choice for some of the worlds most demanding clients. The role has a mix of client facing and operational support functions.

Responsibilities:          

  • 1-3 years experience in a similar support role in financial markets, ideally wealth related
  • Preparing trade instructions and following these through to confirm with the custodian
  • Creating payment instructions
  • Assisting with the completion of ad-hoc subscription documentation
  • Monitoring and updating geographic and currency allocations of the underlying funds on a monthly basis
  • Assisting with the preparation of client presentations for existing and prospective clients
  • Being the point of contact for custodians - providing fund documentation, reviewing corporate actions, chasing contract notes, monitoring cash balances
  • Assisting with collating information required by clients’ tax accountants and other intermediaries
  • Maintaining and updating client electronic files to ensure all is in order

Skills & Experience:

  • Strong numerical ability and high attention to detail
  • Knowledge of Microsoft Office, PowerPoint and Excel
  • An interest in performing a critical role while learning in a fast-paced, highly skilled environment
  • Strong verbal and written communication skills
  • Ability to work under pressure
  • Ability to work effectively with internal and external stakeholders
  • Highly organised and capable of seeing projects through from beginning to end
  • Flexible, able to work autonomously as well as take direction as needed
  • Results oriented – a flexible thinker with a “can-do” attitude
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