£55K/yr
City of London, England
Permanent, Variable

Investment Management - Client Services / Sales

Posted by Prime Personnel.

An exciting opportunity has arisen within a small prestigious international asset management house.

Your duties will include:

  • Client services and various accounts/fund operational tasks
  • Developing excellent communication with clients
  • Monitoring and checking client portfolios
  • Assisting with client reporting
  • Preparing marketing material and documents (including fact sheets, presentation materials, RFPs, performance data etc)
  • Handling UCITS Fund related operational tasks
  • Liaising with custodians, administrators, management companies etc
  • Maintaining data re products, existing clients/prospective clients

Your experience must include:

  • Relevant proven client services experience gained within an asset management house
  • Degree educated
  • Studying IMC Unit 2/CFA qualification
  • Excellent communication skills both written and verbal
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