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Client Associate

Employer
Finance Network
Location
London, United Kingdom
Salary
Competitive
Closing date
Feb 24, 2021

View more

Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Responsibilities

Assisting with the day-to-day management of EMEA clients, supporting account managers focusing on institutional and intermediary clients

Working closely with internal teams including investment, compliance and marketing/distribution in response to client queries

Coordinating client review meetings, creating relevant client collateral for meetings and defining key deliverables, ensure compliance with regulatory requirements at all times

Contribute to business development initiatives through identifying prospective clients in the market

Supporting the wider client team through acting as owner of client database, eg. ensuring database remains up to date, advising on business development strategy

Contributing to ad hoc project work when required

Requirements

Educated to university degree or equivalent

IMC, CFA or CAIA qualified or enrolled

Prior experience in asset management, ideally in a client services/distribution focused role

Strong knowledge of MS Office, particularly Excel

Strong organisational and communication skills (both verbal and written)

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