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Client Executive, West London
- GB - West London
- £45000 - £50000 per annum
- Full-Time Permanent
- Financial Services - Accounting
- Joslin Rowe
- 23-05-08
Job Description
Are you seeking a change of career into a Client Executive position, if so the exciting world of private banking is looking for you.
Our client assist's sports stars with their financial and commercial matters. They also have established private banking activities in Stockholm and Luxembourg. The current workforce of employees is expected to expand in the near future. They are now well positioned to offer advisory services with a comprehensive perspective of the client's long-term financial planning, including taxes, legal matters and wealth management. Their services focus on all those who require private banking services.
The main responsibilities for the Client Executive include:
-Main client contact for all financial issues.
-Investment Management keeping up to date with economic and stock market trends to make
sensible investments for clients, under discretionary mandate, across a wide variety of asset
classes.
-Reviewing and managing portfolios to agreed investment strategies.
-Management of tax liabilities and world-wide tax filing requirements, including advice on tax
planning opportunities, personal pensions and Inheritance tax protection.
-Insurance protection liaising with insurance department to ensure clients and their families
are adequately covered for both business and personal policies.
-Assistance in buying / selling properties and other high value assets.
Our client is seeking a qualified ACA/ACCA/CPA candidate with personal tax experience. An interest in sport is very important as it's a very client focused position.
Joslin Rowe - Winner of 4 UK Recruiter Awards & highly commended for our recruitment excellence in 2005, 2006, 2007 & 2008.
Joslin Rowe Associates Ltd encourages applications from individuals from all backgrounds but candidates must be able to demonstrate their ability to work in the UK.
Joslin Rowe Associates Ltd is acting as an Employment Agency in relation to this vacancy.
Our client assist's sports stars with their financial and commercial matters. They also have established private banking activities in Stockholm and Luxembourg. The current workforce of employees is expected to expand in the near future. They are now well positioned to offer advisory services with a comprehensive perspective of the client's long-term financial planning, including taxes, legal matters and wealth management. Their services focus on all those who require private banking services.
The main responsibilities for the Client Executive include:
-Main client contact for all financial issues.
-Investment Management keeping up to date with economic and stock market trends to make
sensible investments for clients, under discretionary mandate, across a wide variety of asset
classes.
-Reviewing and managing portfolios to agreed investment strategies.
-Management of tax liabilities and world-wide tax filing requirements, including advice on tax
planning opportunities, personal pensions and Inheritance tax protection.
-Insurance protection liaising with insurance department to ensure clients and their families
are adequately covered for both business and personal policies.
-Assistance in buying / selling properties and other high value assets.
Our client is seeking a qualified ACA/ACCA/CPA candidate with personal tax experience. An interest in sport is very important as it's a very client focused position.
Joslin Rowe - Winner of 4 UK Recruiter Awards & highly commended for our recruitment excellence in 2005, 2006, 2007 & 2008.
Joslin Rowe Associates Ltd encourages applications from individuals from all backgrounds but candidates must be able to demonstrate their ability to work in the UK.
Joslin Rowe Associates Ltd is acting as an Employment Agency in relation to this vacancy.
- Joslin Rowe
- 199827