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Relationship Manager - Asset Management - London

Job Title: Relationship Manager - Asset Management - London
Contract Type: Permanent
Location: London, England
Industry: financial services
Salary: £50000 - £60000 per annum
Start Date: ASAP
REF: BBBH20639_1548266207
Contact Name: Charles Bodunrin
Job Published: 25 days ago

Job Description

Twenty Financial Services are currently working with a boutique Asset Manager in the West End who is looking for a Relationship Manager. This role will serve principally as a relationship manager for the MPS model portfolios.

Responsibility

  • Manage the in-house MPS clients ensuring tight adherence to the models
  • Managing ISA application process for model clients
  • Managing Standing Order process
  • Regular attendance, and taking minutes of, weekly investment meeting
  • Relationship Managing a significant number of smaller clients invest in the Model Portfolios
  • Making quarterly update presentations to advisers in the regions

Requirements

  • Delivering on the above will require an in depth knowledge of all of the moving parts of the model portfolios
  • Candidates will be expected to be comfortable talking about the component parts of the models and being able to communicate the wider business.
  • Securities Institute Diploma or similar
  • At least 5 years experience in a similar role
  • highly motivated and entrepreneurial
  • Experience with Factset, and Morningstar is desirable but not required.

If you are interested in discussing in more details, do contact Charles Bodunrin at Twenty Recruitment