The successful candidate will have proven experience in the management and review of client portfolios, excellent communication and networking skills, excellent analytical skills and a strong knowledge of the financial markets.

The role will entail regular contact and review of client portfolios with occasional client presentations, ongoing analysis of policies and procedures to stay abreast with market conditions, risk assessments, managing and reviewing of client portfolio models and ultimately to provide expert advice across both domestic and international markets.

The role will suit someone who is highly self motivated and career driven with a strong work ethic who will show initiative and constantly look at ways to improve current processes and procedures.

Strong analytical skills, a genuine interest and strong knowledge of the financial markets and excellent relationship management skills are key to progressing within this specialist provider.