Key Responsibilities Provide day-to-day support across client accounts, ensuring a high level of service delivery. Assist with portfolio monitoring, including performance tracking and alignment with client objectives. Prepare materials for client meetings, reviews, and internal discussions. Respond to client queries and coordinate follow-ups with relevant teams where required. Support business development efforts through research and identification of potential opportunities. Maintain accurate records and documentation across systems and processes. Work collaboratively with colleagues across different functions to ensure consistent client outcomes. Stay informed on market developments and contribute to internal knowledge sharing. Ensure all activities are carried out in line with applicable policies, procedures, and regulatory expectations. Experience & Skills Degree in finance, business, economics, or a related area. Ideally QFA qualified 13 years experience in financial services, investments, or a similar environment. Working towards, or interested in pursuing, a relevant professional qualification is an advantage. Strong organisational and communication skills, with attention to detail. Good working knowledge of Microsoft Office tools, particularly Excel and Power Point.
