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JOBCENTRE ONLINE

JOB OFFERS IN NORTHERN IRELAND More »

 

Portfolio Analyst – Wealth Management

Portfolio Analyst – Wealth Management

HNH Human Capital is recruiting a Portfolio Analyst on behalf of a leading wealth management firm in Belfast. Since inception the company has enjoyed continued expansion throughout the UK and Ireland and have won numerous awards for excellence. They offer a meritocratic working environment and actively support and encourage study for professional qualifications.

The Role

  • Assist Wealth Managers with establishing new accounts and maintaining existing accounts
  • Support existing client relationships
  • Model, monitor and rebalance client portfolios, if and when required
  • Assisting Wealth Managers in marketing-related activities
  • Client cash flow projections and portfolio analysis
  • Prepare client reporting packages and analysis for client meetings
  • Ensure client satisfaction in conjunction with the Wealth Managers
  • Liaising with asset management/portfolio function in relation to client investment decisions
  • Portfolio compliance monitoring

The Person

  • Degree in Business related discipline
  • Experience within financial services is highly desirable
  • Excellent communications skills
  • Strong administration skills
  • Exceptional customer relations and interpersonal skills
  • Highly organised and accurate in compiling financial data

To discuss this Portfolio Analyst job in the strictest confidence please contact Laura Haggan at HNH Human Capital or apply via the link below.

Only shortlisted candidates will be contacted.