Client Relationship Manager Assistant

Stonehage Fleming is a multi-family office, providing a range of services from long-term strategic planning and investments to day-to-day advice and administration to over 250 families of substantial wealth. The Group employs over 980 people across 14 geographies. 

JOB SUMMARY

The individual will assist with the management of a number of clients within the Investment Management department. The client book consists predominantly of large inter-generational UK families and their complex financial requirements.  The individual will support the team with a wide variety of tasks, including responding to client queries, new account set ups, implementation of clients’ investment strategies and day-to-day administration. The role holds responsibility for regular communication with clients, their advisers and other third parties. The successful candidate will be responsible for a wide variety of client relationship related tasks, ensuring that all duties are completed accurately and delivered with high quality, in a timely manner. This is an excellent opportunity for a motivated individual to gain exposure to client management and investment processes within a supportive and professional team.

MAIN DUTIES & RESPONSIBILITIES

Investment processes