1 Investment Management Jobs in Surrey

objectives throughout the business and economic cycle. We are a subsidiary of Arbuthnot Latham, an independent bank offering private and commercial banking, wealth planning, investment management and specialist finance. This role is to manage all clients within the assigned portfolio in accordance with corporate objectives, approved policy & appetite … statements and best practice, ensuring accuracy and integrity of data and records, as well as detecting errors and fraud. Delivering effective client risk management strategies for and provide high quality service to Arbuthnot Commercial Asset Based Lending clients. Develop & maintain strong relationship with clients at board level, maximising client … visit reports and annual reviews with recommended actions as necessary. Review underperforming and watch clients within the portfolio and recommend action to the Portfolio Management Meetings. Present outcomes to client in robust & positive way Analysis of client financial statements and forecasts to present to the Portfolio Management Meetings. more »