Private Client Assistant Fund Manager recruitment

We are seeking an experienced Private Client Assistant Fund Manager for our client; an established asset management house in London.

This is an exciting role in the private client department, working with private client fund managers. The key responsibilities of the private client assistant fund manager will include:
-Maintain up to date knowledge of the market, identify investment opportunities and make recommendations to fund managers
-Proactively monitor clients portfolios in accordance with objectives and risk profile
-Assist with investment research for fund managers
-Input and monitor orders as directed by fund managers and check contract notes
-Resolve client queries
-Liaise and instruct on corporate actions as directed by fund managers
-Ensure client profiles are up to date
-Establish, maintain and develop strong client and intermediary relationships
-Check and review quarterly investment reports to clients ensuring they are in accordance with mandate and FSA requirements

As such, the successful private client assistant fund manager will have:
-Extensive private client relationship management experience
-Substantial portions of this experience at private client assistant fund manager level in an FSA approved role, with experience of managing discretionary and advisory portfolios for high net worth individuals
-Assessed as threshold competent and FSA approved in current role
-Substantial experience in analysing and assessing equities and managed funds, structured products, ETFs, hedge funds, direct bonds and bond funds
-Experience of Bloomberg and Reuters or similar

This is an excellent opportunity for a private client assistant fund manager who already has a good basis of experience working with private clients, and is keen to develop over time into a private client fund manager with responsibility for their own clients.

If you have the above, as well as good knowledge of investment products across all asset classes, and strong knowledge of industry and competitors, please get in touch. Apply to this private client assistant fund manager role today!

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Randstad Financial Professional encourage applications from individuals of all ages backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Randstad Financial Professional acts as an employment agency for permanent recruitment an employment business for temporary recruitment as defined by the Conduct of Employment Agencies Employment Business Regulations 2003