Our client is looking for a candidate with an understanding of different types of investment products and knowledge of business procedures, to join their dedicated team which prides itself on it’s sense of community.
You will deliver trust and company administration, building and maintaining client relationships.
The role holder will be responsible for managing a complex portfolio, aiding in the training, development and appraisal of staff, assisting with the revenue budgets, developing and enhancing relationships with high-net-worth clients and identifying areas for improvement.
The successful candidate will need to understand relevant laws of the local jurisdiction, be proficient with Microsoft packages, and have excellent communication skills.
