Client Portfolio Associate

Competitive | London | Contract
Posted 9 months ago

Client Portfolio Associate
Are you a Client Portfolio Associate? Would you like to join one of the UK’s leading Asset Management firms? Are you looking for your next exciting position? Well, look no further as the perfect role is right in front of you!! With the client looking for an innovative candidate, who is looking to progress and grow with them, it’s an opportunity not to be missed out on!!
Client Portfolio Associate
12 month FTC Maternity Cover
Location: London
Rate/Salary: £40k-£60k

Role accountabilities:
Support Client Portfolio Managers, Portfolio Managers and sales teams in dealing with clients, prospects and consultants requests for information, to assist in marketing and client relations by providing an office based point of contact and information source for international clients and institutional sales and marketing teams.

Knowledge, skills and experience required:

• Strong academic background
• KYC – Know Your Client
• Excel skills
• Attention to detail
• Would suit someone who is organised by nature
• Languages useful but not a requirement
• Experience working with clients, sales and marketing teams in the provision of sourcing of client reports and investment information
• Strong writing, proofreading and editing skills
• Good interpersonal and communications skills
• Self-motivated and able to manage own work load

For more information about this role, please contact:

Rhiannon Cane
01892 553 236

See Rhiannon Cane's jobs
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