We are recruiting a Client Relations Officer with Asset Management / Family Office Background

We are recruiting a Client Relations Officer with Asset Management / Family Office Background.

The job descriptions are as follows:

• Positions at this level assist an Investment Director in the administration and implementation of policies and investment strategies related to the assigned investment portfolio, to maximize the total returns of the portfolio(s) managed by outside relationships and/or create in-house fixed income credit reports on both current and prospective holdings for specific funds.

• Knowledge of current principles and practices of the investment marketplace pertaining to portfolio management, trading, accounting, or financial/credit analysis.

• Ability to monitor existing portfolio for performance and compliance with guidelines and policies.

• Ability to conduct research on new approaches and/or potential managers.

• Ability to assist with asset allocation studies, preparation of reports, and presentations.

• Ability to analyze current portfolios for performance, including performing monthly reconciliation, cash flow analysis and monitoring, fee analysis and asset allocation for existing portfolios. Ability to provide reports as required.

• Ability to identify and recognize problems with portfolio performance based upon established precedents. Ability to recommend action on specific performance measures supported by facts.

  QUALIFICATION AND EXPERIENCE

The ideal candidate should be CFA qualified and have at least 3-5 years' experience in Private Wealth Management. Italian speaking candidates will be considered as an advantage.