Salary:

£50000 - 75000 / annum

Location:

West End

Date posted:

21st June 2019

Employment type:

Permanent

Job reference:

FO06030-00107201

Staffing area:

Financial Services


Description

Robert Half are currently working with a private Family office who are based in the West End, to hire at Client Relationship Manager. The role to ensure all the client investment regulatory compliance is maintained and specifically to ensure that the needs and wants of all clients are understood and implemented and that they are treated fairly.

Additionally, where clients are seeking investment advice that is not specific to the delegated fund manager that this is addressed in accordance with FCA regulations.

The ideal candidate will have come from a family office or at least a boutique Asset Manager and must have their RDR Level 4 and be CF30

Duties

  • Overall responsibility for client profiling and assessing client suitability
  • Setting up new accounts, trust splits and closing accounts
  • Maintaining records of all clients including frequency and dates of investment meetings
  • Maintaining a record of client investment mandates and confirming these with the delegated investment manager;
  • Liaising with the delegated fund manager and collating investment reports and information of a client's circumstances ahead of annual meetings
  • Overall responsibility for LEI numbers (application and annual renewal)
  • assisting trust managers in annual review of trustee investment policy statements;
  • assisting Private Client Manager in annual review of investment mandates of individuals
  • Maintaining records of meetings and follow up action points as required
  • organise and attend client meetings alongside the private client, trust & charity teams as appropriate;
  • Reporting any investment mandate changes and reasons on a monthly basis
  • Reporting to the Board and attending Board meetings where necessary (portfolio review meetings);
  • Overall responsibility for all investment review meetings with managers (outside SFIM as the principal manager)
  • Monitoring and reporting quarterly on any outliers to the investment mandate

Salary

50k - 75k

Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply. By applying to this position, you acknowledge that you have read and accept the following terms: https://www.roberthalf.co.uk/privacy-notice



London

10th Floor, The Shard
32 London Bridge Street
London
SE1 9SG
gb
0207 389 6900
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