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This job has been filled.

Job Vacancy Details

Private Client Relationship Manager

Fund Management

London

Permanent ⁄ £60000 - £80000

Updated August 28, 2008

Initiate new business and manage ongoing and existing client relationships in accordance with the investment policy. Provide support and encourage involvement from team members to meet team objectives.
• Continual involvement with internal networks, including Private Bank and our branch network to raise awareness of services available.
• Act as a representative for UK Investment Management team within internal/external markets including, solicitors, accountants and existing clients.
• Adhere to our Client Contact policy to maximise client retention and grow new business.
• Ensure client portfolios are managed in accordance with investment policy.
• Ensure all portfolios are invested in appropriate core service solutions wherever possible
• Contribute to team AOP requirements.
• Continually improve personal development through appropriate training channels.
• Set an example to team members by promoting strategy, culture and best practice
• Undertake responsibility for team and group projects as and when required
Regular travel within the UK

Who we're looking for
•extensive experience in discretionary private client relationships
•new business generation and relationship management skills.

• graduate and have completed the Securities Institute Diploma or CFA level 2.

About our client
A leading investment manager with a Uk, European and Global focus.

What's on offer
£60-80k base + bonus

Michael Page Contact
For further info, apply or phone on 020 7645 1447. Job Ref: 13006049
Your application will be sent to Michael Sloan.