Client Team at Saranac Partners

Belgrade, Central Serbia, Serbia -

Full Time

Start Date

Immediate

Expiry Date

04 Jul, 26

Salary

0.0

Posted On

05 Apr, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship management, Investment management, Asset allocation, Portfolio construction, Client lifecycle management, HNW/UHNW client service, Investment literacy, Sales management, Portfolio reporting, Addepar, RDR level 4, Financial analysis, Strategic planning, Client onboarding, Risk metrics

Industry

Financial Services

Description

𝗟𝗼𝗰𝗮𝘁𝗶𝗼𝗻: 16 St James’s St, London 𝗗𝗲𝗽𝗮𝗿𝘁𝗺𝗲𝗻𝘁: Client Team 𝗣𝗮𝗰𝗸𝗮𝗴𝗲: Competitive Benefits Package 𝗖𝗼𝗻𝘁𝗿𝗮𝗰𝘁: Full-time, Permanent (Office 3 days, WFH 2 days is optional) 𝗧𝗵𝗲 𝗙𝗶𝗿𝗺 Saranac Partners is a private office for investments and more. As an independent firm we offer an alternative to traditional institutions, providing expertise on the breadth of situations our clients face. Working with international families, business owners and private investors, we deliver solutions across strategy, investments and financing. Our firm was founded in 2016 by colleagues with a shared vision of building enduring client partnerships, we are obsessive about service, anticipating needs and delivering on our promises to clients. 𝗥𝗼𝗹𝗲 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄 As the firm continues to grow, we are looking for an ambitious individual who is looking to build a long-term advisory practice within a collaborative, investment-led firm with an initial focus on working with an experienced team of senior client advisers. Saranac is at an exciting stage of its development, with strong momentum, a growing client base and a clear long-term vision. We are investing selectively in talent to support that growth and to help shape the next phase of the business. The role will appeal to individuals who value depth of advice, quality of relationships and long-term outcomes, and who are seeking an alternative to volume-driven or siloed advisory models with an ambition to directly manage their own clients over time. As of today, the team oversees a significant portion of the firms relationships with a combined asset base of greater than £2bn, across both traditional wealth management and OCIO engagements. The successful candidate will have the opportunity to engage across the entire team working with experienced advisers. 𝗞𝗲𝘆 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀 𝗖𝗹𝗶𝗲𝗻𝘁 𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 • Being the day-to-day main point of contact for multiple client relationships with ability to own full client lifecycle • Assist in preparing materials for client meetings, including investment commentary, portfolio updates, and market outlooks • Respond to ad hoc client queries and support ongoing relationship management efforts • Help ensure investment portfolios align with client objectives, policies, and constraints • Delivering brilliant basics across all elements of the client experience 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗱𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 𝗮𝗻𝗱 𝗰𝗹𝗶𝗲𝗻𝘁 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗶𝗼𝗻 • Working closely with all of the client advisers in the team on origination and conversion of new prospects • Responsibility for the sales management of the pipeline • Coordination of marketing aligned to both prospects and existing clients • Ownership of investment elements of the onboarding process and associated paperwork 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗢𝘃𝗲𝗿𝘀𝗶𝗴𝗵𝘁 & 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 • Support the design and implementation of both standard, and customized, investment portfolios • Assist in asset allocation modelling, portfolio construction, and rebalancing • Prepare and review investment performance reports and analytics • Collaboration with the investment team to monitor portfolio exposures, risk metrics, and liquidity 𝗧𝗲𝗮𝗺 𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝗼𝗻 • Work closely with senior team members on strategic projects and ongoing client engagements • Close collaboration with client services team to ensure client servicing standards are maintained • Contribute to internal investment oversight discussions and decision-making processes • Participate in the development of investment insights, whitepapers, and market commentary 𝗦𝗸𝗶𝗹𝗹𝘀 𝗮𝗻𝗱 𝗔𝘁𝘁𝗿𝗶𝗯𝘂𝘁𝗲𝘀 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗱 𝗪𝗲 𝗮𝗿𝗲 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁𝗲𝗱 𝗶𝗻 𝗰𝗮𝗻𝗱𝗶𝗱𝗮𝘁𝗲𝘀 𝘄𝗵𝗼 𝗯𝗿𝗶𝗻𝗴: • 5+ years of relevant experience in relationship management, investment management, consulting, or institutional asset allocation • Demonstrable experience of working directly with HNW/UHNW clients – looking for experience across the full client lifecycle, including onboarding, structuring, tax considerations, reporting and ongoing client service • Solid investment literacy, with the ability to engage across portfolios and structures • A strong cultural fit: collaborative, intellectually curious, client-first and long-term in outlook • Attention to detail and ability to produce high quality presentations including associated quantitative and qualitative analysis • Self-starter with a collaborative mindset and ability to manage multiple priorities • Associate/junior VP level experience • Strong academic background • Experience with portfolio reporting systems (e.g. Addepar) is a plus • Qualified to RDR level 4 standards 𝗪𝗵𝘆 𝗝𝗼𝗶𝗻 𝗨𝘀 • Work in a dynamic, high-impact environment in one of the leading independent, privately owned firms operating in wealth management • Collaborate with a team of experienced professionals in a meritocratic and intellectually rigorous culture • Access to a broad range of investment opportunities and strategic projects • Mentorship and support from the firm to build own client base over time • Competitive compensation, professional development support, and a strong team ethos. 𝗜𝗳 𝘆𝗼𝘂 𝗮𝗿𝗲 𝗮 𝗖𝗹𝗶𝗲𝗻𝘁 𝗔𝗱𝘃𝗶𝘀𝗼𝗿 𝗼𝗿 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗕𝗮𝗻𝗸𝗲𝗿 𝗰𝗼𝗻𝘀𝗶𝗱𝗲𝗿𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗻𝗲𝘅𝘁 𝘀𝘁𝗲𝗽, 𝘄𝗲 𝗰𝗼𝘂𝗹𝗱 𝘄𝗲𝗹𝗰𝗼𝗺𝗲 𝗮 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝘁𝗶𝗮𝗹 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻. Location London , London, City of Department Clients Employment Type Perm

Responsibilities

The role involves managing day-to-day client relationships, overseeing the full client lifecycle, and assisting with investment portfolio design and performance analysis. Additionally, the candidate will support business development efforts, including pipeline management and the origination of new prospects.