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- Tasks: Lead the client onboarding process and manage relationships with fund distribution partners.
- Company: Join a dynamic private markets investment firm focused on innovative wealth management solutions.
- Benefits: Enjoy a full-time role with opportunities for professional growth and development.
- Why this job: Be part of a collaborative team that values process improvement and client satisfaction.
- Qualifications: Significant experience in private wealth management and excellent communication skills required.
- Other info: Ideal for those passionate about alternative investments and client servicing.
The predicted salary is between 43200 - 72000 £ per year.
Our client, a private markets manager with semi-liquid/evergreen products, is looking for a Wealth Client Onboarding Manager to join their client servicing function. This person will need experience of the private wealth client channel, client onboarding, distributor platform onboarding, and dealing with transfer agencies.
Responsibilities:
- Lead the client onboarding process from front to back, liaising with teams including fund administration, KYC/AML, and transfer agency to onboard new wealth clients for the firm
- Manage relationships with operations functions at fund distribution partners
- Manage ongoing client reporting and management processes
- Answer client queries as a first point of contact
- Build and maintain operational processes related to client onboarding, reporting and ongoing client management
- Continuously identify process improvements and enhancements
Requirements:
- Significant experience in private wealth/wealth management/client management/onboarding/servicing
- Knowledge of alternatives and alternative investments, private equity/private credit products, ideally semi-liquid/evergreen fund structures, UCI Part II
- Excellent and highly professional communication skills
Wealth Client Onboarding Manager, Private Markets Investment Firm, London Full time employer: Unspecified
Contact Detail:
Unspecified Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Client Onboarding Manager, Private Markets Investment Firm, London Full time
✨Tip Number 1
Network with professionals in the private wealth management sector. Attend industry events or webinars to connect with people who work in similar roles, as they can provide insights and potentially refer you to opportunities.
✨Tip Number 2
Familiarise yourself with the specific onboarding processes used by private markets investment firms. Understanding the nuances of KYC/AML regulations and transfer agency operations will give you an edge during interviews.
✨Tip Number 3
Prepare to discuss your experience with client management and onboarding in detail. Be ready to share specific examples of how you've improved processes or handled challenging client situations in the past.
✨Tip Number 4
Stay updated on trends in alternative investments and semi-liquid fund structures. Demonstrating your knowledge of these areas during conversations can set you apart from other candidates.
We think you need these skills to ace Wealth Client Onboarding Manager, Private Markets Investment Firm, London Full time
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Wealth Client Onboarding Manager position. Tailor your application to highlight relevant experience in private wealth management and client onboarding.
Highlight Relevant Experience: In your CV and cover letter, emphasise your significant experience in client management and onboarding processes. Mention specific examples where you've successfully managed relationships with fund distribution partners or improved operational processes.
Showcase Communication Skills: Since excellent communication skills are crucial for this role, ensure that your application reflects your ability to communicate professionally. Use clear and concise language, and consider including examples of how you've effectively handled client queries in the past.
Tailor Your Cover Letter: Craft a personalised cover letter that addresses the specific needs of the firm. Discuss your knowledge of alternative investments and your understanding of semi-liquid/evergreen fund structures, demonstrating how you can add value to their client servicing function.
How to prepare for a job interview at Unspecified
✨Know Your Private Wealth Fundamentals
Make sure you brush up on your knowledge of private wealth management and the specific products the firm offers, such as semi-liquid and evergreen funds. Being able to discuss these topics confidently will show your expertise and understanding of the industry.
✨Demonstrate Your Onboarding Experience
Prepare to share specific examples from your past roles where you successfully managed client onboarding processes. Highlight your ability to liaise with various teams, such as KYC/AML and fund administration, to ensure a smooth onboarding experience.
✨Showcase Your Communication Skills
Since excellent communication is key in this role, practice articulating your thoughts clearly and professionally. Be ready to answer questions about how you handle client queries and maintain relationships with distribution partners.
✨Emphasise Process Improvement
Think of instances where you identified and implemented process improvements in your previous roles. Discussing these experiences will demonstrate your proactive approach and commitment to enhancing operational efficiency in client onboarding.
