The teams’ primary goal is to help Intermediary and Private clients enhance their wealth. We are involved in a broad range of activities including Investments, Strategy, Planning/Structuring, and Lending. The foundations of the team are built on technical excellence and integrity to ensure that the client receives a holistic wealth management service. The team pools its wealth of knowledge from the individuals within it who are experts in their field to ensure that the client receives a first class service in terms of investment advice.
To provide general support to the Portfolio Management team to ensure that the client receives first class service. Responsible for ensuring that administrative, organisational and client related tasks are completed accurately, efficiently and in a timely manner. Will have regular contact with Intermediary and Private client base, dealing with their enquiries and providing support at c...