We are thrilled to announce a rare and exciting opportunity to join a leading financial services firm specialising in serving High Net Worth and Ultra High Net Worth individuals, families, and businesses based in Central London. As an Investment Analyst, you will play a vital role in increasing efficiency for senior members of the firm while supporting front-office operations and providing exceptional service to clients. This position offers the chance to work closely with a dedicated team of investment professionals and gain invaluable experience in the wealth management space.
Responsibilities:
- Support senior members of the firm in managing client portfolios and executing investment strategies.
- Provide key information and analysis on market trends, investment opportunities, and client accounts.
- Produce presentations for client meetings, incorporating market research and investment insights.
- Conduct market research to stay informed about the current market outlook and trends.
- Manage daily cash balances and ensure efficient cash flow management for client portfolios.
- Serve as a central point of contact for professional services and reporting, ensuring timely and accurate communication with clients.
- Multitask and prioritise tasks effectively while maintaining attention to detail and accuracy.
- Demonstrate a proactive and diligent approach to tasks and projects.
- Maintain an absolute focus on client service, adapting to cultural differences in working practices as needed.
- Utilize MS Office tools, especially Word, PowerPoint, and Excel, to prepare reports, presentations, and analysis.
Requirements:
- Keen interest in working for a Family Office and passion for the wealth management space.
- Analytical mindset with a strong attention to detail.
- Familiarity with financial analysis and dealing with banks and accounting firms is helpful.
- Ability to multitask, prioritize, and maintain a proactive approach to work.
- Excellent written and oral communication skills.
- Proficiency in MS Office tools, particularly Word, PowerPoint, and Excel.
- Ability to work effectively within a small team environment.
- Commitment to delivering exceptional client service and adapting to cultural differences as necessary.
This is a fantastic opportunity for an individual with a passion for investments and a desire to excel in the wealth management industry. If you possess the required skills and are eager to contribute to the success of High Net Worth and Ultra High Net Worth clients, we encourage you to apply for this role.
For more information about this role please apply, or email Demi Hyett on dhyett@pg-rec.com who will be able to provide more details on the opportunity.
Many thanks, Premier Group
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