We are a leading financial services firm specialising in equity analysis and investment strategies.
As a Graduate Equity Analyst, you will have the opportunity to join our dynamic team, working alongside seasoned professionals to analyse and make informed investment decisions.
We pride ourselves on our commitment to excellence, innovation, and cultivating talent.
We are now looking to recruit an Investment Operations Manager to join our Investments team in supporting the operational processes and procedures.
The role will be a key driver of the day-to-day-operational delivery of AJB Investment products.
The successful candidate will be managing key third party relationships on behalf of the team and building key stakeholder relationships within the business.
Are you looking for an opportunity to form an integral part of our UK Finance function?
As Head of Treasury and Account Receivable, you will be responsible for managing an onshore and offshore team tasked with the day-to-day operations of the Treasury department across the UK.
This will include oversight of all cash, debt, capex (working capital), forex risk management, administration, control and governance over the UK group treasury function.
Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private individuals and business owners.
Idex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.
The role: Client Relationship / Sales / Senior Account Manager / Business Development / Relationship Manager
Job purpose
You will join QA as a Senior Client Relationship Manager; your focus will be to win new business and grow your account base by nurturing your existing customers as well as acting as a mentor across the team to support them to win business.
About you
You will be an experienced senior client account / relationship manager with a track record of delivering sales targets through a wide range of products.