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Investment Manager’s Assistant - Private Client, City of London
- UK - City of London
- £25-35,000 + Excellent Package
- Full-Time Permanent
- Financial Services - Investment Consulting
- Evolution Recruit
- 08-08-08
Job Description
Investment Manager’s Assistant - Private Client
Based City of London
£25,000 - £35,000 + Excellent Package
Assisting one of the top Investment Advisers in the UK, this role is an excellent opportunity for an experienced and professional individual to develop and progress their career. Taking on the role of an Assistant to a Portfolio Manager/Investment Adviser, this opportunity involves being the first point of contact for key clients whilst undertaking all relevant administration for a range of Investment Solutions. You will be directly responsible for research into the market and producing client reports, whilst also providing client valuations and ensuring client administration is up to date.
This role requires extensive experience within a similar role, having provided support to Advisers within an Investment Management, Stock broking or Private Banking organization. It is essential that you have demonstrable client relationship experience and have knowledge of the HNW Investment market, specifically having knowledge of Investment products such as ISAs, OEICs, Unit Trusts and SIPPs. You will also be an exceptional organizer with the ability to establish professional relationships with people from all backgrounds.
For more information please contact Ann Wollaston
Based City of London
£25,000 - £35,000 + Excellent Package
Assisting one of the top Investment Advisers in the UK, this role is an excellent opportunity for an experienced and professional individual to develop and progress their career. Taking on the role of an Assistant to a Portfolio Manager/Investment Adviser, this opportunity involves being the first point of contact for key clients whilst undertaking all relevant administration for a range of Investment Solutions. You will be directly responsible for research into the market and producing client reports, whilst also providing client valuations and ensuring client administration is up to date.
This role requires extensive experience within a similar role, having provided support to Advisers within an Investment Management, Stock broking or Private Banking organization. It is essential that you have demonstrable client relationship experience and have knowledge of the HNW Investment market, specifically having knowledge of Investment products such as ISAs, OEICs, Unit Trusts and SIPPs. You will also be an exceptional organizer with the ability to establish professional relationships with people from all backgrounds.
For more information please contact Ann Wollaston
- Ann Wollaston
- 78100125
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