• 26 June 2008
• Reference: JR198418

• Manager - London

• City of London Competitive Permanent

A manager is sought by a small and rapidly growing wealth management company, which advises a number of high net worth individuals and their families on a wide range of financial issues.

The asset manager is looking for a well organised individual to cover the maternity leave of one of their managers. The ideal candidate will be interested in all aspects of wealth management activity, have experience of working in financial services support and must be happy to work in a small office environment, where ad hoc jobs arise on a regular basis.

The role focuses on client administration: you will oversee preparation of monthly client transaction summaries, calculating un-indexed capital gains, reconciling client valuation statements from fund managers, carrying out asset allocation exercises, assisting in preparation of client quarterly reviews, preparing agendas and any other material for meetings.

The position requires solid understanding of principles of wealth management, investment processes, asset classes and basic financial analysis; awareness of portfolio construction.

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Keywords related to this job

• Investment Management,
• Private Clients,
• City of London,
• Permanent,
• Private Banking,
• private wealth management,
• private clients,
• investment management,
• strategy,
• analyst,
• research,
• banking,
• finance