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- 29 July 2010
- Reference: JR230765
-
Investment Associate
- City of London Competitive Permanent
- Benefits: competitive
An established Private Client House is looking for an experienced Investment Associate to work closely with the Investment Director. This West End based house is looking for someone to join the team to take on a varied role that offers extensive exposure to all parts of the business.
Key responsibilities will include:
· Manage the client take on process and ongoing relationship management on behalf of the Investment Director
· Assisting the Investment Director with all dealing activity
· Assisting with preparation for existing and potential client meetings
· Extensive liaison with clients to deal with any queries in a timely manner.
The successful Associate will ideally be degree educated, or equivalent, and will have extensive experience in either a similar role or as Fund/ Portfolio Manager's Assistant. You will also have experience directly in the wealth management industry with specific reference to the private client market, a preference would be for the candidate to have studied the IMC.
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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