Private Client Assistant Fund Manager recruitment

With succession planning in mind our client, an established asset management house based in London is looking to recruit a Private Client Assistant Fund Manager to work closely with two Private Client Fund Managers with a view to ultimately providing discretionary fund management and relationship management to their book of private clients.

This is an exciting opportunity within this growing private client department and initially the role will involve:

-Maintaining an up to date knowledge of the market, identify investment opportunities and making recommendations to the fund managers
-Proactively monitoring clients portfolios in accordance with objectives and risk profile
-Assisting with investment research for fund managers
-Inputting and monitoring orders as directed by fund managers and checking contract notes
-Resolving client queries
-Liaising and instructing on corporate actions as directed by fund managers
-Ensuring client profiles are up to date
-Establishing, maintaining and developing strong client and intermediary relationships
-Providing investment analysis as required
-Checking and reviewing quarterly investment reports to clients ensuring they are in accordance with mandate and FSA requirements

There will be plenty of scope for career progression.

As such, the successful candidate will be FSA Approved and RDR compliant or close to in their current role and have:

-Relevant industry qualification eg CISI PCIAM, CISI Masters in Wealth Management or equivalent
-Private client relationship management experience
-Experience of managing discretionary and advisory portfolios for high net worth individuals
-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

If you have the above, as well as good knowledge of investment products across all asset classes, and a strong knowledge of the industry and competitors, please get in touch as a matter of urgency!

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