My client provides financial services in the form of wealth management and fiduciary services at a global level to high net-worth individuals.
- Role Description:
- Reporting Relationships
- The incumbent will report to the Directors.
- Working Relationships
- The main working relationships are with the investment professionals within the team (of which there are currently nine) as well as directly with clients.
Overall Purpose
- To support the members of the team in the provision of investment advisory services and to support and manage private client and family office relationships.
Principal Elements and Accountabilities
- Preparing investment analysis for clients which will involve significant spreadsheet work including the collation and appropriate presentation of various data.
- Assisting with due diligence of investment managers and preparing reports thereon.
- Assisting with the preparation of investment proposals, reports and presentations for clients.
- Monitoring investment portfolios, making appropriate recommendations and ensuring the implementation thereof.
Skills:
- Undergraduate degree (financial, engineering or science) and relevant post graduate qualification.
- Experience within the asset management or wealth management industry.
- Good knowledge of different asset classes and investment markets.
- Excellent interpersonal skills.
- Proven research skills.
- Fully competent in Microsoft Office Suite with excellent level of Excel ability.
- Excellent communication skills (in particular, writing skills).
Personal Qualities:
- Trustworthy and diligent with high level of integrity.
- Methodical and meticulous - high attention to detail.
- Ability to remain calm when under pressure
- Assertiveable to get one's views across.
- Flexible - willing to travelwork extra hours when required.
- Proactive - keeps up to date with global economic developments as a matter of course.
- Passion for investment markets
