Description:
Our client a leading Wealth Management firm are currently looking to hire an Investment Associate to join their team. The successful candidate will have an interest and understanding of investments and a strong client focus.
Responsibilities:
- Working closely with an Associate Director/Director
- Assist in the creation and execution of relationship plans for each client relating to the implementation of their financial plan, adherence with service standards which lead to the development of long-term client relationships
- Identifying revenue potential and opportunities to cross-sell the firm's services
- Review existing client relationships, and in line with Investment Strategy, analyse whether the relationships are categorised correctly and therefore managed appropriately
- Deal promptly and efficiently with client queries
Requirements:
- Degree or Masters in business related area
- 1-3 years industry experience
- APA Savings and Investments and/or APA Pensions qualification desirable or willingness to complete QFA qualification
- A strong client focus
- Strong communication and presentation skills