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Relationship Management Support - Private Client Investment

london city of london

Relationship Management Support - Private Client Investment important UK Private Client Investment Manager Based City of London £;35000 - £;38000 + Excellent Package & Perks This is an exciting new and exciting opportunity for job seekers with a verified Sales Support, Client/Relationship Management Support background to be working with A well known and important UK Private Client Investment Manager based out of their City of London head offices. Working within the Relationship Management team, Your new job responsibilities will be for handling contact with Private Clients and their Advisers (Wealth Managers, I F A s etc.) as well as offering support to the Relationship Managers. This will include: Taking primary responsibility for accurate Investment Administration for a group of High Net Worth clientsResponsible for the accuracy of all Client and Wealth Management communication Handle all telephone and email queries from Clients and Wealth Managerswhere it proves to be necessary (and subsequent to qualifications) explain products, portfolios and services to clients as well as work on client portfolio reviewsPlan and organise work flow with Relationship Managercommunicate and discuss closely with Operations team to ensure swift undertaking and processing of businessWork closely with Relationship Manager on all relevant client portfolios To be successful in this vacancy, you should have experience of the following: Experience of working in a Support capacity within a Private Client Investment Management, Wealth Management (or similar) firmKnowledge of Private Client Investment Management productsexemplary conversational and good communication and presentation skills with a desire to further develop career within a Client orientated vacancy. Strong Administrative, Organisational and Support experience In return The potential employer offers: Opportunity to develop your career in a progressive, dynamic organisationGenuine opportunity to progress in Private Client Investment Management Basic Salary of up to £;38000 + Excellent Package and Perks Opportunity to take further Investment qualifications For more details, If you are interested contact Edward Groves

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