My client is a leading provider of Fiduciary Management, Investment Advisory, and Asset Management services.
They are seeking a talented and motivated Client Analyst to join their team in London. As a Client Analyst, you will play a crucial role in supporting our existing clients and driving the growth of our Fiduciary Management and Investment Advisory business in the UK.
Your responsibilities will include collaborating with senior Relationship Managers to provide exceptional service to our clients. You will also attend client meetings, manage workflow, and contribute to cross-functional projects.
In addition, you will support senior team members in raising market awareness of their brand and capabilities. This will involve assisting with RFP processes, developing marketing materials, and building relationships with consultants and prospects.
Qualifications:
- 2-3 years of experience in investment management, investment consulting, fiduciary management, or a similar firm.
- A self-starter with an entrepreneurial mindset and a passion for driving business growth.
- A strong understanding of financial markets and investments.
If you meet the above set criteria, please apply or send a copy of your CV to and suggest when is best for a follow up call.
In our company values we aim for equity at all stages of the recruitment process, please let us know if we can do anything to make the process more accessible to you.