Purpose of the role:
You will be required to provide execution and trustee review preparation for the division, specifically in relation to recommendations for bespoke investment transactions.
Responsibilities:
- Ensure tasks are completed and all action taken within the deadlines set and in a timely manner
- Preparation of non-standard and complex recommendations for the division from review of the recommendation through to execution of the transaction
- Assist in maintaining relationships with UHNW and HNW participants
- Liaising with intermediaries to ensure transactions are concluded with appropriate paperwork in place
Skills required:
- Excellent communication skills (both written and oral)
- Completer finisher
- Ability to work to tight deadlines
- Preferred but not essential - Professional qualification (ACCA/ICSA/STEP)