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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
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