Client Executive
- Employer
- Leverton Search
- Location
- London, United Kingdom
- Salary
- £35,000 - £40,000
- Closing date
- Dec 5, 2020
View more
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Key responsibilities:
Personal Attributes:
Due to the increased applications for this role, we apologise that you may not get a response unless you fit the criteria.
- Working personally with the Client Directors through collating portfolio and marketing information
- Being a primary point of contact for Sales providing full administrative support
- Contribute to the development of close working relationship with the platforms and providers
- Support in the production of compliant client communication
- Developing analysis on competitors, prospect and marketing analysis
- Providing ad hoc support to the wider team
Personal Attributes:
- Degree level education (2:1 or above)
- IMC or CFA level 1
- Strong working knowledge of Microsoft office
- Passion for sustainable investing
- High level of attention to detail
- Strong interpersonal skills both face-to-face and on the telephone
- Self-directed individual
- An enthusiastic team player
Due to the increased applications for this role, we apologise that you may not get a response unless you fit the criteria.
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