Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support the portfolio management team with client onboarding, reporting, and data management.
- Company: Join a respected boutique Wealth Management firm in Edinburgh focused on private clients.
- Benefits: Gain valuable experience in a small team environment with opportunities for growth.
- Why this job: Perfect for those passionate about finance and client relations in a dynamic setting.
- Qualifications: 1-2 years in Client Services or Wealth Management; strong admin and IT skills required.
- Other info: Opportunity to work closely with private clients and enhance your financial expertise.
The predicted salary is between 36000 - 60000 £ per year.
The Company
Our client is a respected boutique Wealth Management company that invests on behalf of private clients.
The Role
This is an excellent opportunity for a motivated Client Services Executive to join a small Wealth Management team in Edinburgh.
The Client Services Executive will take responsibility for assisting the firm’s portfolio management team, in various aspects of the wealth management client service, including client on-boarding, production of investment reports, private client meeting preparations and managing client data.
The primary focus of the role is to support the portfolio management team, including diary management, client reporting and quarterly valuations.
Lising directly with private clients and intermediaries to take instructions on portfolio changes – third party payments and movement of funds.
The Client Services Executive will work with compliance ensuring that all actions by portfolio managers and administration are carried out within the guidelines and are compliant and all private client documentation is correctly prepared and filed.
The Client Services Executive is to handle diary management, travel arrangements and deal with private client queries and telephone calls, taking full messages and preparing the necessary notes for the private client file / CRM record.
The Candidate
At least 1-2 years Client Services or Investment Management / Wealth Management support experience.
Wealth Management or Financial Planning administration background.
Strong administration skills
Strong IT skills with excellent attention to detail
IT literate, including proficient in Excel, Word and PowerPoint
Ability to work under pressure and to meet deadlines
Client Services Executive , Wealth Management , Investment Management , Edinburgh employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Executive , Wealth Management , Investment Management , Edinburgh
✨Tip Number 1
Familiarize yourself with the specific wealth management services offered by boutique firms. Understanding their unique approach will help you tailor your conversations and demonstrate genuine interest during interviews.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those working in Edinburgh. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into the company culture.
✨Tip Number 3
Brush up on your IT skills, particularly in Excel, Word, and PowerPoint. Being proficient in these tools is crucial for managing client data and preparing reports, so consider taking a quick online course if needed.
✨Tip Number 4
Prepare for the role by practicing how to handle client queries and manage diary schedules effectively. Role-playing scenarios can help you feel more confident in demonstrating your client service skills during the interview.
We think you need these skills to ace Client Services Executive , Wealth Management , Investment Management , Edinburgh
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Client Services Executive position. Highlight key responsibilities such as client on-boarding, diary management, and compliance to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize your previous experience in client services or wealth management. Provide specific examples of how you've supported portfolio management teams or handled client queries.
Showcase Your Skills: Demonstrate your strong administration and IT skills in your application. Mention your proficiency in Excel, Word, and PowerPoint, and provide examples of how you have used these tools effectively in past roles.
Personalize Your Cover Letter: Craft a personalized cover letter that reflects your motivation for applying to this boutique Wealth Management company. Mention why you are interested in the role and how your skills align with their needs.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Show Your Client Service Skills
Be prepared to discuss your previous experience in client services, especially in wealth management. Highlight specific examples where you successfully managed client relationships or resolved issues.
✨Demonstrate Attention to Detail
Since the role requires strong attention to detail, be ready to provide examples of how you've ensured accuracy in your work. This could include managing client data or preparing investment reports.
✨Familiarize Yourself with Compliance Standards
Understand the importance of compliance in wealth management. Be prepared to discuss how you have adhered to guidelines in past roles and how you would ensure compliance in this position.
✨Prepare for Technical Questions
Given the emphasis on IT skills, brush up on your knowledge of Excel, Word, and PowerPoint. Be ready to discuss how you've used these tools in your previous roles to support portfolio management or client reporting.
