Client Relationship Executive – Insurance Clients recruitment
Your role will consist of various client services and prospect related functions therefore you will have excellent product knowledge and understanding of the investment industry.
You will:
-Conduct analysis and responding to inquiries on a wide variety of topics including portfolio and product specific information, investment guidelines, compliance issues, legal contracts and fees, as required
-Preparation of standard and customised client reports, including monthly and quarterly portfolio summaries and performance attribution analyses
-Participation and coordination of special projects as required
You will be able to demonstrate knowledge and experience of in the Insurance industry ideally having serviced insurance clients at another buy side firm.
Candidates with the IMC qualification who are or plan to study towards becoming a CFA charter holder will be favoured. A strong academic record is also preferred.
“Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age”