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A prestigious investment management firm in Mayfair seeks a Private Client Executive to provide comprehensive support to Portfolio Managers. Ideal candidates will possess experience in dealing with Ultra High Net Worth clients, showcasing exceptional communication and organisational skills. This role offers opportunities for career development in a fast-paced, supportive environment.
This well established, successful investment management firm in Mayfair is looking for a Private Client Executive to support two Portfolio Managers with comprehensive support. The role would suit someone with a couple of years’ experience within financial planning, support Portfolio Managers with client administration, wanting to progress their career within investment management. The role will involve:
The criteria required for the position is:
Please get in touch if you are early on in your career within financial services, looking to progress within a fast paced, supportive environment and develop within your role.
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