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Relationship Associate- Italian speaker

Salary Competitive
Type Permanent
Location City of London
Sector Sales & Marketing
Job Reference T6/AMT/25635
Contact Ana Maria Tuliak
Date posted 17-03-2017

Our client, a global investment management firm, is looking for a Relationship Associate to join their Business Development & Relationship Management Group team in London. The successful candidate will have the ability to be proactive around all client deliverables and to manage all internal constituents to ensure that deadlines are met.


The RA will coordinate client reporting, presentations, account maintenance, and ad hoc requests.
Principal responsibilities will include:

* Preparing standard and/or customised client presentation materials, briefing books and collateral materials, as well as meeting notes required for external meetings;
* Conducting analysis, initiating investigations and responding to internal and external ad-hoc inquiries on a wide variety of topics, including portfolio and product specific information, investment guidelines, compliance issues, legal contracts and fees;
* Overseeing account opening, transition management, account restructuring and account closing processes;
* Capturing and maintaining client data in relevant internal systems;
* Qualifying and coordinating Requests for Information/Due Diligence Questionnaires (RFIs) and Requests for Proposals (RFPs), and working with internal teams to ensure that each one receives the proper response;
* Ensuring the timely delivery of accurate monthly, quarterly and annual reporting, as well as responding to ad-hoc requests;
* Participating in in-house client meetings, and on conference calls, as appropriate;


The successful candidate is likely to:
* Have 3-5 years of relevant sales support or client service experience, preferably gained within the Investment Management industry. Experience of working with Global Wealth Management / Private Bank clients is strongly preferred;
* Demonstrate a solid understanding of capital markets and/or investment products;
* Have a strong academic background, including an undergraduate degree. Progress towards a relevant professional qualificati

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Contact Ana Maria about this job

Vice President, Consultant