Junior Relationship Manager , Investment Management , IAD , CFA
- Employer
- JJ Search
- Location
- London, United Kingdom
- Salary
- 40000-50000
- Closing date
- Jun 7, 2022
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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The Company:
An established Boutique Wealth Management firm. Specialising in Ultra High Net Worth Clients and Investment Management.
The Role:
The Junior Relationship Manager will support a Senior Relationship Manager with the day-to-day management of the HNW client book, responding to client queries, portfolio modelling and the implementation of clients' investment strategy.
This is a great opportunity to have responsibility for a portion of the client book!
The Junior Relationship Manager will be responsible for regular client correspondence and communication, dispatch of periodic reporting to clients and undertaking of KYC reviews across the client base on an ongoing basis.
The Junior Relationship Manager will support and assist the Senior Relationship Manager with the day to day management of the client book, managing clients' investment portfolios and help to maintain client relationships.
The Junior Relationship Manager will assist in preparing and presenting to prospective clients and presenting MI to senior management as required.
The Junior Relationship Manager will be responsible for Portfolio modelling and implementation of clients' investment strategy with accurate and timely portfolio modelling and order building.
The Junior Relationship Manager will perform post trade monitoring, ensuring transactions have been implemented accurately.
The Junior Relationship Manager will also be responsible for monthly and quarterly preparation and checking of client valuations and the distribution of client reports and take part in client meetings to discuss.
The Candidate
Experience in assisting in the management of a book of UHNW / HNW clients within an Investment Management / Private Banking environment
Appropriate qualification to advise UK retail clients on securities and derivatives e.g. IAD
CFA Charter holder (advantageous)
Degree qualification or equivalent.
Sound knowledge of financial markets and asset classes.
Good analytical skills.
High attention to detail and accuracy.
Ability to use initiative and work independently.
An established Boutique Wealth Management firm. Specialising in Ultra High Net Worth Clients and Investment Management.
The Role:
The Junior Relationship Manager will support a Senior Relationship Manager with the day-to-day management of the HNW client book, responding to client queries, portfolio modelling and the implementation of clients' investment strategy.
This is a great opportunity to have responsibility for a portion of the client book!
The Junior Relationship Manager will be responsible for regular client correspondence and communication, dispatch of periodic reporting to clients and undertaking of KYC reviews across the client base on an ongoing basis.
The Junior Relationship Manager will support and assist the Senior Relationship Manager with the day to day management of the client book, managing clients' investment portfolios and help to maintain client relationships.
The Junior Relationship Manager will assist in preparing and presenting to prospective clients and presenting MI to senior management as required.
The Junior Relationship Manager will be responsible for Portfolio modelling and implementation of clients' investment strategy with accurate and timely portfolio modelling and order building.
The Junior Relationship Manager will perform post trade monitoring, ensuring transactions have been implemented accurately.
The Junior Relationship Manager will also be responsible for monthly and quarterly preparation and checking of client valuations and the distribution of client reports and take part in client meetings to discuss.
The Candidate
Experience in assisting in the management of a book of UHNW / HNW clients within an Investment Management / Private Banking environment
Appropriate qualification to advise UK retail clients on securities and derivatives e.g. IAD
CFA Charter holder (advantageous)
Degree qualification or equivalent.
Sound knowledge of financial markets and asset classes.
Good analytical skills.
High attention to detail and accuracy.
Ability to use initiative and work independently.
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