Relationship Manager - London, United Kingdom - Page Personnel Finance

Page Personnel Finance
Page Personnel Finance
Verified Company
London, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

The role will support the existing team in effectively servicing clients and managing client portfolios through the investment management process.


Client Details
My client is a growing investment management firm.


Description

  • Understanding the client types, structures and individual background of the team's clients (e.g. demographic, background, situation)
  • Supporting the Investment Director, Manager and Client Associate in all aspects of client relationship across the client life cycle extending
  • Where relevant, work with the team to support production of audit packs, tax planning activity, including providing the team with the necessary information required for ISAs, CGT and reconciliations
  • Assistance in the production of timely quarterly and bespoke client reporting, in line with relevant regulations and supporting the Client Associate during the quarterly reporting period
  • Communicating the investment philosophy and current outlook to clients in a coherent and accessible way
  • Understanding of the overall financial markets and its impact on the clients
  • Developing, operating and maintaining an understanding of core investment management systems and processes such as Symphony reporting suite, Bloomberg and/or Factset as relevant

Profile

  • Relevant experience within a front office investment role
  • Absolute focus on client service
  • High standard of oral and written communication
  • High standard of IT literacy (MS Office, especially Word, PowerPoint, Excel)
  • Exercise judgement, intellectual rigour and clarity of thought
  • Strong attention to detail and analytical mind
  • Emotional intelligence (adapting to, interpreting and engaging with others)

Job Offer
This role offers a competitive salary, bonus and benefits package.
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