Associate - Investment, BUCKINGHAM RECRUITMENT

4 Days Old

Associate - Investment, BUCKINGHAM RECRUITMENT

Associate - Investment, BUCKINGHAM RECRUITMENT

1 week ago Be among the first 25 applicants

Associate - Investment

Associate-level role in Investment Management - Finance Operations plus PA duties and HNW Client Contact - £35 - 40K plus benefits

Associate - Investment

Associate-level role in Investment Management - Finance Operations plus PA duties and HNW Client Contact - £35 - 40K plus benefits

This is an involved role joining a very well-established Investment Management firm whose clients are HNWIs. You will work as a Client Executive at Associate level, supporting two Portfolio Managers with their workload and liaising extensively with their clients.

Excellent attention to detail is key and strong communication skills for client liaison. This role requires a candidate who has prior experience in a similar role in Finance / Investment / Banking - you will be involved in broad support for your two bosses (one male, one female) who have a busy, established client base.

Duties will include:


This role would suit someone with at least one year’s experience in a similar environment in Finance / Investment Management. Good IT skills including advanced Excel and PowerPoint as well as experience liaising with clients and stakeholders in a similar role.

Great office and team environment, excellent onboarding and training process as well as mentoring from senior Investment colleagues. Mayfair location with 1-2 days WFH per week (hybrid role after probation).

£35 - 40,000 plus enhanced pension, discretionary bonus and private medical insurance.

Please note: this role is NOT eligible for sponsorship and does require candidates with permanent RTW in the UK (post-study visa cannot be considered).

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Location:
London, England, United Kingdom
Salary:
£100,000 - £125,000
Job Type:
FullTime
Category:
Human Resources

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