Marketing and Investment Management Support Executive – Wealth Manager. recruitment
My client, a successful boutique wealth manager specializing in investment management services to intermediaries and private clients is looking for a team assistant for their portfolio management team and their marketing team.
Your responsibilities will be varied and you will be able to work with different areas, learning from different experienced people:
Responsibilities:
-Assist the marketing and communications team with presentation materials and investment papers
-Attending Client meetings with the portfolio managers to act as support
-Assist the CIO with daily tasks and take minutes at portfolio managers’meetings
The ideal candidate will:
-Have knowledge of the investment management sector and of investment products
-Be a strong team player and have an enticing personality - you will have excellent problem solving and decision making skills
-Have strong written and verbal communication
The firm will support the ideal candidate through their IMC or CFA if the candidate is interested in pursuing either of it and will encourage progression to either a client services role or an analyst role depending on the candidate’s preference after a year or two with the firm.
This role is the perfect opportunity for a junior candidate, who’s had some experience within the financial sector and who is looking to gain knowledge and experience in a successful and ambitious firm. There is room for progression within the firm for the right candidate and this could be your first step within the Investment and Wealth management world. Interested candidates, please send your CV to buyside@selbyjennings.com