Found Description
Introduction
Peritus Investment Consultancy is an independent consultant providing wealth guidance and performance monitoring services for high-net-worth individuals and trusts along the family office investment consultancy model.
Principal Functions
To provide multiple layers of support to the consulting and performance monitoring team.
Position has the potential to expand into a more senior role
Duties & Responsibilities
Client Support
- Support administrative, dealing and valuation needs of RMs
- Produce business trip briefing materials PPT, Fact Sheets, CRM
- Assist on client investment, operational enquiries
- Assist with the preparation of quarterly reports for client
- Filing, CRM managementLiaison investment institutions, data collation
- Maintain high level KYC/ Client database
- Database management – factsheets, presentations, reports
Performance Reportin...
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