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- 3 September 2010
- Reference: JR214872
-
Private Wealth Management Professional
- City of London Competitive Permanent
- Benefits: competitive
The private wealth management group within an esteemed global investment bank 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.
Principle responsibilities will focus on daily interaction and trouble shooting with high net worth private clients in addition to acting as a primary liaison for custodians and others. You will conduct daily cash and FX exposure analysis; including daily trading of spot and forward FX, promissory notes, commercial paper and money market funds.
Proven analytical skills are required in order to succeed at this role. You will be self-motivated and well organised, with good experience within investment management, ideally private clients, foreign exchange and/or securities trade support. Fluency in Portuguese is also essential for this role.
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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