Client Relationship Analyst (Investment Firm - Graduate Role)

We have partnered with a small multi-family office in London, offering wealth management, investment management and family office services. They oversee the financial interests of high-net-worth families, charities and endowments. The firm is growing and they’re looking to hire a Junior Client Analyst based in their London Office. The role sits within their Client Relationship Team, who are responsible for ensuring high quality service, bespoke reporting and onboarding for their global clients. The role will require excellent numerical and written skills from the successful candidate. Main responsibilities will include:
Existing client service: Ensuring clients receive the highest quality service
Portfolio management: Implementing investment committee decisions across all client portfolios
New client onboarding
Marketing: Supporting the client relationship directors with new business development
Working closely with the investment and operations teams
The ideal candidate will be a 2023 or 2024 graduate and have:
Internship experience or an academic background in finance (preferably wealth management or investments)
Strong analytical and numerical skills
Good communication skills, both oral and written
Be able to manage a busy and varied workload while maintaining high standards and flexibility
Be well organised with strong attention to detail
Be mature and have strong interpersonal skills and be able to work effectively within a team
Have an advanced knowledge of Excel and other Microsoft Office applications
Please note this role requires you to have the right to work in the UK.
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