Job Opportunity
About us, you'll notice something unique. Our nearly 100-year success is built on forging strong client relationships and developing future business leaders.
We provide a range of services to high-net-worth individuals and self-directed investors. Our culture is shaped around client success, teamwork, and building a legacy. Working together, we deliver exceptional outcomes for our clients.
Key Responsibilities:
* Focus on institutional and charity clients;
* Collaborate with Associate Directors & Directors;
* Assist in relationship plans and portfolio management;
* Prepare investment presentations and documentation;
* Collaborate on tender responses and RFPs;
* Execute engagement plans and manage client relationships;
* Deal promptly with client queries;
Requirements:
* Bachelor's or Master's degree in Business related area;
* 2-3 years industry experience;
* APA Savings & Investments qualification (willingness to complete QFA qualification);
* Proficiency in Microsoft Office applications (Excel, Word, PowerPoint);
* CRM proficiency;
* Commitment to further education and continuous learning;
* Demonstrable interest and understanding of investments;
* Strong client focus and communication skills;
What We Offer:
We provide competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, multiple insurance coverage, training support, sports & social programmes, flexible working options, employee assistance programme, enhanced leave options, and social & community care initiatives.
Our Commitment:
We are an equal opportunities employer committed to fostering an inclusive and diverse workplace. We value diversity in background and experience, and encourage applicants from all backgrounds.