Private Client Senior Analyst

Overview

In this role you will support Investment Managers in the Private Client team by delivering high‑quality client service and coordinating account openings, ongoing maintenance, and related processes. You will work across internal teams and with third parties to manage client relationships from onboarding through ongoing servicing, including AML reviews and record keeping. You’ll also share knowledge, train junior colleagues, and help drive improvements across the Client Administration function. This position blends client-facing activity with systems administration in a hybrid (3 days in office, 2 from home) setup in London, contributing to client satisfaction and efficient operations.

Responsibilities

• Assist with client onboarding and account opening in collaboration with Investment Managers
• Maintain existing client accounts, including AML reviews and updates to agreements and sub-accounts
• Coordinate custodial matters and derivative/FX account openings with third parties
• Build ongoing client relationships and address queries related to reporting, cash, and transitions
• Coordinate with external consultants/audit firms to provide requested information
• Liaise with colleagues across the business to ensure a high level of client service
• Provide guidance and training to junior team members and other departments when needed
• Offer timely support to Investment Managers and provide cover for the Client Administration Team
• Attend client meetings when required
• Systematize and administer client data across internal and external systems

Key requirements

• Minimum 2 years’ experience in a similar asset management role
• Sound knowledge of asset management company structure and operations
• Excellent organisational skills; able to work unsupervised and stay motivated
• Strong prioritisation and multi-tasking abilities to meet deadlines
• Excellent written and verbal communication skills; confident with clients and colleagues
• Numerical, analytical, and PC skills
• Knowledge of investment parameters for discretionary portfolios; awareness of investment instruments, corporate actions, and tax rules

• Strong communication
• Self-motivated and proactive
• Ability to work independently and in a team
• Systems administration of client data on internal and external systems
• Knowledge of AML processes and compliance considerations
• Familiarity with discretionary portfolio parameters and fee arrangements

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