Job Description

Company Overview

This organisation is a well‑established global investment group recognised for its long‑term approach and commitment to helping private investors achieve their financial goals. Operating across international markets, the business is known for delivering highly personalised service, strong education‑based client engagement and a philosophy centred on acting in each client’s best interest. 

Role Overview
The role focuses on managing and strengthening relationships with high‑net‑worth clients by helping them understand their investment strategy and staying aligned with their long‑term goals. You will work closely with internal investment specialists, market research teams and client service professionals to deliver an exceptional client experience. This is a relationship‑centric position that involves regular discussions about markets, portfolio direction and financial objectives.

Key Responsibilities:

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