My client is seeking a dynamic and detail-oriented Managed Accounts Specialist to join there Wealth Management team. The ideal candidate will have a strong background in financial services, experience in managed accounts, and a passion for delivering exceptional client service.

Key Responsibilities:

• Client Management:

  • Manage and nurture relationships with a portfolio of clients, ensuring their financial goals are met.
  • Conduct regular reviews and updates of client portfolios, adjusting strategies as needed to align with changing market conditions and client objectives.
  • Provide timely and accurate reporting on portfolio performance, fees, and investment strategy changes.

• Portfolio Management:

  • Collaborate with investment managers and advisors to design and implement personalized investment strategies.
  • Monitor portfolio allocations and investment performance, making data-driven decisions to optimize returns.
  • Ensure compliance with regulatory standards and internal policies in all portfolio management activities.

• Communication:

  • Serve as the primary point of contact for clients regarding their managed accounts.
  • Prepare and deliver presentations to clients on their portfolio performance and strategic recommendations.
  • Coordinate with internal departments to facilitate smooth client onboarding and account maintenance processes.

• Business Development:

  • Identify opportunities to enhance client relationships and expand the scope of managed account services.
  • Support the development of marketing strategies and materials to promote managed accounts services.
  • Participate in client prospecting efforts and contribute to business growth initiatives.

Skills:

• Client-centric approach with a strong commitment to delivering high-quality service.
• The ability to close deals over the phone.
• Ability to work independently and collaboratively within a team.
• Strong organisational skills and attention to detail.
• Problem-solving skills and the ability to make sound decisions under pressure.
• Experience loading deals.

What We Offer:

• Competitive salary and benefits package.
• Opportunities for professional development and career growth.
• A collaborative and supportive work environment.
• Commission up to 20%