- Assisting Account Directors in running client relationships and contributing to investment decisions.
- Attend and host client meetings, whilst providing support on new business pitches.
- Review and monitor client portfolios and ongoing investments.
- Prepare valuations, presentations and meeting packs for Private Client meetings
- Understanding of investment strategy and strong interest in equity and bond markets
- Experience in Investment Management, specifically in the oversight of portfolios.
- High level of interpersonal skills, experience in presenting and making new contacts.
- IMC Level 4 qualified.