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Assistant Consultant/Account Manager – Wealth Management
Leading UK Investment Management Provider
£35,000 - £40,000 + Bonus + Excellent package
This is an excellent opportunity for an experienced Assistant Consultant, IFA or Account Manager to join one of the UK’s leading Accountancy firms in their Investment Management division. With responsibility for managing the relationships for the companies most senior consultant, you will be the first point of contact for key clients whilst undertaking all relevant administration for a range of Investment Solutions. You will be directly responsible for research into the market and producing client reports, whilst also providing client valuations and ensuring client administration is up to date.
To be successful in this role, you should have had experience of managing relationships and working in a support capacity to Senior Consultants and their High Networth Clients within an Investment Management, Stock broking or Private Banking organisation. It is essential that you have demonstrable client relationship experience and have knowledge of the HNW Investment market. You will also be an exceptional organiser with the ability to establish professional relationships with people from all backgrounds. Above all, you should be a strong communicator with a desire to develop in this industry.
For more information, please contact Georgina Miller.
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