• 17 July 2010
• Reference: JR213826

• Wealth Management Client Services Analyst

• City of London Competitive Permanent
• Benefits: competitive

A leading global financial services firm requires a Wealth Management Client Services Analyst to work within their city based office.

The company's Private Wealth Management Group develops and manages relationships with wealthy individuals and family groups, advising them on ways in which to build and protect their financial assets through equity, fixed income and alternative investments. The team focus is South Africa, Israel and building out their business in Eastern Europe

Your principle responsibilities will include:

Daily interaction and trouble shooting with extremely high profile Private Clients in addition to acting as a primary liaison for custodians and others
Conducting daily cash and FX exposure analysis; including daily trading of spot and forward FX, Promissory notes, commercial paper and Money Market Funds
Managing trade-booking process of all products including Mutual Funds, Equities, Convertibles and Options and all cash products
Managing the trade settlement and reconciliation process: liaising with international trading desks, settlement and reconciliation departments to ensure complete trade settlement.
The ideal candidate will have a proven track record in leadership and innovation in addition to a strong client service ethic.

Educated to degree level (or equivalent) and a financial background preferred. FSA required. Hebrew advantageous but not essential.




Joslin Rowe - Winner of 4 UK Recruiter Awards including Best Accountancy/Financial Recruitment Firm and Best Office Support Agency.
Joslin Rowe is a Randstad company. Joslin Rowe Associates Ltd encourages applications from individuals from all backgrounds but candidates must be able to demonstrate their ability to work in the UK. Joslin Rowe Associates Ltd is acting as an Employment Agency in relation to this vacancy.

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