Wealth Management Executive - Portfolio Manager Support - City, Leeds, United Kingdom, LS1
Top Tier Global Wealth Management Business
Background in Discretionary Managed Investment Support?
Do you have experience in a discretionary managed investment business, working in support of investment decision makers?
Our client, one of the world's leading investment management businesses can offer you an exciting opportunity to develop your career in the role of Client Portfolio Managers Assistant.
The role delivers full 360 degree support to Client Portfolio Managers who serve a broad base of Charities and UHNW investors.
The role is embedded within a discretionary managed investment environment. You will need to demonstrate familiarity with the same, if not directly involved within, the process of marketing to and High Net Worth client and investment decision maker support.
The ideal candidate might already be working in a similar role, discretionary stockbroking, wealth management or private banking.
This is a non-regulated role but does require client some client interaction so excellent communication skills and professional presentation are a must.