Investment Manager's Assistant

 Location: Leeds
 Salary: 25000 - 30000
 Job type: Permanent
 Closes: closed

Meraki Talent’s client is currently seeking a Client Portfolio Manager’s Assistant to join their business in London for a period of nine months on a Fixed Term Contract basis.  Our client is a leading UK Wealth Management firm.  With offices across the UK and CI they have a range of services and propositions which meet the needs of their HNW client base.  As a Client Portfolio Manager’s Assistant, you will be supporting and assisting the Wealth Managers in managing client relationships and in undertaking non-regulated investment supporting work.  This role has arisen as current incumbent has been seconded onto a project.


Key responsibilities within this role:


  • Assist the Portfolio Managers in acquiring and managing clients ensuring clients receive a high quality of service
  • Ensuring client accounts are set up correctly and maintained
  • Dealing with client queries and calls, acting as point of contact in absence of PMs
  • Collation of data to support production of centralised reporting
  • Support the Portfolio Manager in preparation for both client and marketing meetings
  • Reviewing the portfolios for implementation of investment changes
  • Identify and research potential new clients


To apply for this role you will bring client services and investment support experience gained within a Wealth Management environment.  An understanding of how clients re acquired and retained is desirable as is knowledge of the regulations which impact on this area.  Background knowledge of portfolio construction and SIPP/Wrap would be welcomed also.


This role sits within a hard-working, client focussed but fun team which has a good working relationship with internal stakeholders and external clients.  If you enjoy client service, are proactive in helping build a business and have a keen interest in financial markets, this role could be the one for you.

Meraki Talent values diversity in our own workforce and we actively support our clients to build diverse and inclusive workplaces. For all our roles, both internal and those on behalf of our clients, we welcome enquiries from everyone

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Andrew Welsh

Andrew is the founding director of Meraki Talent. He has been recruiting within the UK's financial sector since 2001 and is responsible for senior and strategic hiring for our clients.