Aidan Curran
London,United Kingdom
Summary
Motivated and diligent team player working within the Investment Management sector with 7+ years experience. Accomplished professional with expertise in relationship building, trade execution, cash management, portfolio administration and reporting. Skilled in client onboarding, KYC, and due diligence processes. Proven track record liaising with internal stakeholders including portfolio managers, operations, compliance teams and offshore booking centres to resolve client queries. Personable individual who excels in a fast paced working environment with a strong understanding of the investment world.
Overview
8
8
years of professional experience
Work history
Client Relationship Officer (FTC)
Pictet
London
10.2024 - 04.2025
- Working within the UK & Ireland team, being the first point of contact for a high volume of client requests, and building strong and trusting relationships with all clients in the process.
- Executed XO orders across equities, bonds, FX, funds, and alternative assets.
- Monitored and managed cash flows, ensuring private equity capital calls were covered through trading/cash management.
- Oversaw onboarding process for new accounts and portfolios, ensuring strict KYC and due diligence compliance.
- Prepared monthly and annual portfolio reporting, supporting investment reviews.
- Supported Private Bankers with prospecting for new business, through preparation of tailored proposal slide decks (RFP's), online research, managing pipeline in CRM system.
Assistant Relationship Manager
Credit Suisse (UBS Group)
London
01.2024 - 10.2024
- Supported a Senior Relationship Manager on the Ultra High Net Work desk, where majority of clients were sophisticated financial professionals.
- Oversaw large book of fixed deposits with daily monitoring of cash inflows/outflows.
- Involved with several large projects relating to the merger of UBS & Credit Suisse including discretionary portfolios.
- Coordinated with operations and compliance teams in London, Guernsey, and Zurich to resolve trade, settlement, and account queries.
- General account maintenance and dealing with ad-hoc client queries.
- Prepared tailored investment proposals, review packs, and performance reports for portfolio meetings.
Assistant Relationship Manager (Contractor)
Julius Baer
Manchester
06.2023 - 01.2024
- Supported management of discretionary client book with c.£1bn AUM.
- Monitoring cash flows and client trading activity.
- Executing trades (Equities, Bonds, Funds, Structured Products and FX)
- Executed payments (domestic & SWIFT) and supported asset transfers between accounts.
- Prepared bespoke investment proposals and annual review documentation for client portfolios.
- Handled onboarding, account openings/closings, discretionary portfolio and trade settlement queries.
Client Account Manager
UBS Wealth Management
Edinburgh / Manchester
09.2017 - 10.2022
- I started my career through the UBS Wealth Management front office apprenticeship program, being selected from a pool of over 1000 candidates. Transitioning into the Client Account Manager role after 2 years.
- Executed client trades across equities, bonds, FX, funds, and structured products.
- Managed daily account administration, cash monitoring, and trade settlement processes.
- Acted as liaison between front office and operations, resolving queries around account openings, closings, and compliance checks.
- Promoted to Authorised Officer (2022) in recognition of operational expertise and client service.
- Supported CIO event organisation and prepared research materials for clients and external partners.
Education
CFA Level I Candidate -
CFA Institute
Investment Advice Diploma - Level 4
The Chartered Institute for Securities & Investment
Investment Operations Certificate - Level 3
The Chartered Institute for Securities & Investment
Sociology
Abertay University
/2011 - /2014
The Glasgow Academy
Glasgow 08/2010 - 06/2011
Jordanhill School
Glasgow 08/1998 - 06/2010
Skills
- Trade execution & settlement (equities, bonds, FX, funds, alternatives)
- FX processing Cash management
- Portfolio reporting & performance analysis
- Client onboarding, KYC & due diligence
- Liaison between portfolio managers, operations, and compliance
- Strong communication & relationship management
Timeline
Client Relationship Officer (FTC)
Pictet
10.2024 - 04.2025
Assistant Relationship Manager
Credit Suisse (UBS Group)
01.2024 - 10.2024
Assistant Relationship Manager (Contractor)
Julius Baer
06.2023 - 01.2024
Client Account Manager
UBS Wealth Management
09.2017 - 10.2022
CFA Level I Candidate -
CFA Institute
Investment Advice Diploma - Level 4
The Chartered Institute for Securities & Investment
Investment Operations Certificate - Level 3
The Chartered Institute for Securities & Investment
Sociology
Abertay University
/2011 - /2014
The Glasgow Academy
08/2010 - 06/2011
Jordanhill School
08/1998 - 06/2010
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