My client is seeking a dynamic and detail-oriented Managed Accounts Specialist to join their Wealth Management team. The ideal candidate will have a strong background in financial services, experience in managed accounts, and a passion for delivering exceptional client service.
Key Responsibilities:
Client Management:
* Manage and nurture relationships with a portfolio of clients, ensuring their financial goals are met.
* Conduct regular reviews and updates of client portfolios, adjusting strategies as needed to align with changing market conditions and client objectives.
* Provide timely and accurate reporting on portfolio performance, fees, and investment strategy changes.
* Collaborate with investment managers and advisors to design and implement personalized investment strategies.
* Monitor portfolio allocations and investment performance, making data-driven decisions to optimize returns.
* Ensure compliance with regulatory standards and internal policies in all portfolio management activities.
Communication:
* Serve as the primary point of contact for clients regarding their managed accounts.
* Prepare and deliver presentations to clients on their portfolio performance and strategic recommendations.
* Coordinate with internal departments to facilitate smooth client onboarding and account maintenance processes.
Business Development:
* Identify opportunities to enhance client relationships and expand the scope of managed account services.
* Support the development of marketing strategies and materials to promote managed accounts services.
* Participate in client prospecting efforts and contribute to business growth initiatives.
Skills:
* Client-centric approach with a strong commitment to delivering high-quality service.
* The ability to close deals over the phone.
* Ability to work independently and collaboratively within a team.
* Strong organisational skills and attention to detail.
* Problem-solving skills and the ability to make sound decisions under pressure.
* Experience loading deals.
What We Offer:
* Competitive salary and benefits package.
* Opportunities for professional development and career growth.
* A collaborative and supportive work environment.
* Commission up to 20%
Company Info
Growth Investments
London, United Kingdom
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Job Details
Job ID: 78225
Posted: 15/08/2024
Employment Type: Full-time
Basic Salary: £18,000
OTE: £120,000.00
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