Stonehage Fleming is one of the world’s leading independently owned family offices and the largest in Europe, Middle East and Africa (EMEA), as measured by its breadth of services, geographic reach and by assets under management, advice and administration. Stonehage Fleming provides a range of services from long-term strategic planning and investments to day-to-day advice and administration to over 250 families of wealth. The Group employs over 1000 people in 20 offices in 14 jurisdictions around the world.

Purpose

The primary purpose of the role is to support Portfolio Managers to manage client investment portfolios by taking the client’s specific situation, the agreed mandate and the investment team’s views and preferred vehicles into account. The portfolio analyst will have a close working relationship with the Investment team.

Accountabilities Ensure proper take-on of new clients, collecting FICA and liaising with client service team Conducts suitability assessmen...