Client Portfolio Manager's Assistant

 Location: Leeds
 Salary: Competitive
 Job type: Permanent
 Closes: 11 days

Key Responsibilities:

  • Ensure clients receive exceptional customer service on day to day to basis
  • Acquiring and managing clients
  • Maintain client records and ensure systems are set up accurately and managed effectively
  • Deal with client enquiries and calls and act as a first point of contact
  • Collate client data so support the production of central reporting data
  • Produce client reporting packs
  • Assist in the retention of High Net Worth clients
  • Identify and research potential new clients
  • Assist with reviewing portfolios for implementation of investment changes

 

Background of the Position:

  • Exceptional customer service skills
  • Private client management and Investment management exposure
  • Understanding of financial markets and FSA
  • Strong work ethic
  • Knowledge of SIPP or WRAP is desirable
  • Understanding of client acquisition and management in the High Net Worth space

 

This is an excellent opportunity, which comes with a competitive package, and the chance to work for an industry leader. If you feel you have the relevant experience and are keen to pursue this exciting opportunity, please contact Conall on 0141 648 9417 for a confidential chat or email at conall.corrigan@merakitalent.com

Please see our website page headed (eg) ‘Privacy Notice’ for an explanation about how we use information we collect about you’.

 

Client Service Discretionary Investment Investment Management Portfolio

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Associate Consultant

Conall Corrigan