Client Relationship Officer
vor 7 Stunden
Our client, an Independent Wealth Manager, is looking for a full-time permanent position as a Client Relationship Officer.
We offer a position that has a high learning curve; you can work autonomously but within a dynamic and strong team.
Client Relationship:- Shadow Senior Relationship Managers on client relationships.
- Prepare bespoke documents for clients i.e., performance attribution analysis, cash flow management, consolidation review, etc.
- Understand all asset classes (bonds, equities, structured products, Hedge Funds, and Private Equity).
- Respond to specific clients’ requests.
- Prepare presentations and proposals for clients & prospects.
- Participate in portfolio reviews and rebalancing.
- Prepare orders for custodian banks.
- Send clients monthly reports.
- Prepare client management fees billing.
- Liaise with custodian banks & investigate daily recon breaks from the system.
- Interact with custodian banks to negotiate clients’ specific needs (loans, etc.).
- Support the investment team with:
- Review/maintenance and addition of funds to our buy list and market sheets.
- Generate specific research reports upon clients’ requests.
- Take part in fund managers’ meetings including illiquid asset classes.
- Produce fund meetings summaries.
- Be a team player and authentic person.
- Flexibility is key; we are too.
- Fluent in English and French, additional languages are valued.
- Experience of 5 to 7 years in wealth management.
- Capacity to work independently, sense of initiative.
- Strong organizational skills and ability to work under pressure.
- Strong knowledge of MS Office applications and Bloomberg.
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