Client Management Associate for a Private Family - London, United Kingdom - Bain and Gray

Bain and Gray

Verified Company

London, United Kingdom

4 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

ASAP

Start Date

Client Management Associate for a Private Family Office:

REFERENCE:
JH16196
LOCATION:
LONDON, CENTRAL
JOB TYPE:
PERMANENT
SALARY:

£35,000

£45,000***My client is a successful Private Family Office based in the City. They are looking for a hard-working individual with a can-do attitude to join their motivated team.

If you are a quick learner who loves to take responsibility from day one, this diverse and exciting role is perfect for you.

Being responsible for the administrative function of the Private Office, you will be a crucial player in the success of this ever-expanding business.

You will be someone who thrives under pressure and enjoys working in a fast-paced environment.

Your duties will include:

Office administration
Managing client records and performance monitoring software
Producing management and client facing performance reports
Assisting with the drafting of the monthly compliance reports
Handling existing client investments and playing a role in the due diligence, execution and post execution management of these
Keeping abreast of market movements and updating the Management Board where necessary
Producing research material for the use of advisors and clients
Client relationship management
Invoice and account management

Although not essential, it is fantastic if you have experience working in the financial services environment or are knowledgeable of the industry.

You should be willing to throw yourself into the role and get involved from day one. You will also have strong time management skills and attention to detail. European language skills are an added bonus

Working with a team with huge growth potential - an opportunity not to miss out on.

Bain and Gray is an equal opportunities employer. We continually strive to improve our processes around our diversity, equity and inclusion strategy._