Investment Associate , Graduate , Wealth Management

Job Description

Salary - 28-35K The Client An established and highly prestigious Wealth Manager managing HNW client business. The Role The Investment Associate will provide a high level of support to the Investment Team in their day-to-day management of Investment Portfolios. The Investment Associate will undertake a variety of tasks to include assisting with client related queries, handling data requests, reporting and monitoring and other day to day tasks. The Investment Associate will support relationship managers with client prospecting and servicing. The Investment Associate will handle data requests from clients and stakeholders, monitor portfolio performance, and provide periodic client portfolio valuations. The Investment Associate will review discretionary accounts monthly , ensuring alignment with Asset Allocations and provide assistance to traders with reporting and booking of executions across the same. The Investment Associate will undertake daily cash management and monitoring of FX exposure across portfolios, and execute client orders (FX, Mutual Funds and others). The Investment Associate will handle incoming client correspondence , generate client presentations and pitch-books , and prepare proposals and reviews for prospective and current clients. The Candidate 1-2 years experience as an Investment or Portfolio support related role or similar in private banking or client facing Front Office role and a good understanding of the private client industry and it’s products. A recent graduate with a relevant Financial degree (2.1 minimum) with an interest to pursue a role in Investment Management. Willing to study towards FCA qualifications (IMC Level 4 / IAD) and complete the company annual Compliance training programme Outgoing and client focussed with excellent verbal and written communication skills.