Job Seekers Sign in / Register Recruiter's Sign-in
Client services Supervisor- Wealth Management AMPKH095478, UK-London
Client services Supervisor- Wealth Management AMPKH095478
Company: Morgan McKinley Group Ltd  
Location:   UK-London  
Remuneration:   COMPETITIVE  
Position Type:   Permanent  
Employment type:   Full time  
Work permit req:   UK  
Updated:   01 Dec 2009  
eFC Ref no:   587108  
 
9500000000000150_2009-04-28_10-15-08.gif


A leading Global Wealth Management house is looking for someone with a proven track record of man- managing a client services team to join a team of 11 as a Supervisor.

A leading Global Wealth Management house is looking for someone with a proven track record of man- managing a client services team to join a team of 11 as a Supervisor.

The successful incumbent will be required to:

-Support the portfolio managers and relationship managers with their Discretionary clients

-Deal with client queries in a timely fashion

-Monitor portfolios for breaches of investment restrictions

-Enter deal orders as and when required

-Provide dealing support for the PMs

-Liaise with Middle Office and other internal teams to resolve queries

-Allocate work among more Junior members of staff

-Train new members of staff

-Be point of escalation for more complex issues and queries

-Attend client meetings with the Relationship Managers

To apply for this role you MUST have:

-Proven experience of man managing a client services team

-Experience of setting objectives for a team

-Proven experience within a client facing role

-Experience of either Wealth management or Asset Management

-Ideally have the IAQ or IMC

-A passion for client services

All jobs from Morgan McKinley Group Ltd
Email this job
Print this job
Save this job
Contact:
Kirsty Holland
Company:
Morgan McKinley Group Ltd
Telephone:
020 557 7222
Email:
kholland@morganmckinley.co.uk
Website:
www.morganmckinley.co.uk
Recruiter Ref:
AMPKH095478

All jobs from Morgan McKinley Group Ltd
Email this job
Print this job
Save this job

Disclaimer:
All of the content in the Career Center, including the news articles above, is provided by the eFinancialCareers.co.uk partner network.
Nikkei.com does not guarantee accuracy, timeliness or usefulness of the information in the Career Center, nor do we accept responsibility for any damage whatsoever arising from the use of this service.

Copyright  Nikkei Inc. / eFinancialCareers All rights reserved.  |  Terms of Use & Privacy Policy