Applied Recruitment

INVESTMENT ASSISTANT - EXECUTION ONLY DESK, WEALTH MANAGEMENT, GLOBAL FINANCE, TO £35,000 PLUS EXCELLENT BENS, MAYFAIR

Our client is a leading Global Financial Services firm. Global Wealth Management and Business Banking combining one of the World’s leading Wealth Management businesses, a leading Retail Bank and one of the top Private Client Businesses in the World providing a comprehensive array of customised banking and securities services Globally.

They are currently seeking and Execution Only Investment Assistant with some previous experience of working within an execution only environment, to work as part of this busy, high profile, professional team. The successful candidate will be responsible for handling clients requiring an execution only service and will be required to provide a high quality execution service where investment advice is not required by the client. You will act as the client's primary point of contact for all trading and servicing on their execution only account with a client base consisting of primarily of private clients, trustees and some IFAs.

The Role

• Taking orders from the clients and executing them in a timely manner
• Reporting trade details back to clients as necessary
• Notifying, collating and actioning client instructions on Corporate Actions
• Regular liaison with the Dealers and the Back Office on the execution and settlement of deals
• The vetting and assessment procedure of new clients and all administration involved in the setting up of the new client accounts
• Maintaining knowledge of ongoing legal and regulatory changes and variations to internal procedures
• Undertaking day-to-day administrative duties, including but not limited to, telephone, email and postal queries

Experience/Skills

• Proven experience of working within an execution only role gained within a similar environment / brokerage service
• A demonstrable interest in financial markets and up to date knowledge of market events and activity
• Experienced user of Bloomberg/Reuters/Thomson
• Strong interpersonal and communication skills
• A proven record of working in a team
• A flexible approach to working

 

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