Assist with the on-boarding process and facilitate the smooth opening of investment accounts for new and existing clients.
General
The Investment Administrator will provide administrative support to a team of Investment Managers to help them succeed in delivering a bespoke investment management service to their High Net Worth clients.
This client centric role will involve regular communication with private client individuals, directors, trustees, internal and external financial advisers and their support teams, lawyers, accountants, third party product providers and various teams within the company so the role would be suited to someone with experience and confidence in communicating with a variety of people, both verbally and in writing.
Initiate contact with potential clients, arranging initial consultations with Senior Brokers.
General
Company Introduction: We are a leading wealth management firm seeking an enthusiastic and motivated Graduate Business Development Associate to join our dynamic team.
This entry-level position is perfectly suited for recent graduates eager to commence their career in wealth management, focusing on client engagement and business growth.
Our client's vision is to create a new team of highly skilled Traders who have the passion and strong interest necessary to learn and succeed in the financial industry.
About the opportunity
They are a dynamic proprietary trading company, founded by a team of experienced traders who are passionate about the financial markets.
Their unique approach to both long-term and short-term strategies, based on the powerful Elliot Waves Theory and Principles, has helped them achieve outstanding results.
You will be working for a well respected charted broker who has had some great success across their business which means they, require a Placement Broker to assist with their growth plans.
As you know placement broking roles don't come around very often so when they do they don't stay around for long...
This is a hybrid role where you would be required in the Bristol office 1/2 times a week.
My client is an established national Investment Management business.
As an Investment Manager, you will be responsible for creating, advising, and managing individually tailored portfolios that are designed to achieve your client's investment objectives within the agreed timescales.
They are currently looking for an experienced Investment Manager in Liverpool to look after a large book of existing clients.
A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently.
They specialise in investments, offering our clients unparalleled opportunities in one of the world's most dynamic markets.
Join a leading Wealth Management firm in Dubai known for its exceptional market knowledge, professional service, and extensive portfolio of properties.
Please note this position is to relocate to Dubai.
Due to highly exciting growth and expansion a fantastic opportunity has arisen to join a leading Investment Management firm based in the City of London.