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- Tasks: Join our team as an Associate Wealth Manager, attending client meetings and managing action points.
- Company: We are a dynamic wealth management firm focused on delivering exceptional client service.
- Benefits: Enjoy hybrid working, flexible hours, and opportunities for professional growth.
- Why this job: Be part of a supportive culture that values innovation and client impact.
- Qualifications: Ideal candidates should have strong analytical skills and a passion for finance.
- Other info: This is a permanent position with opportunities to learn from experienced professionals.
The predicted salary is between 28800 - 48000 £ per year.
Our client is seeking an Associate Wealth Manager to join their team on a permanent basis. This will be hybrid working.
Responsibilities include (but are not limited to):
- Attend Client Meetings with Wealth Managers
- Manage Action Points from Client Meetings
- Carry Forward, Annual Allowance, Lifetime Allowance Calculations
- Investment analysis
- Preparation of detailed cash-flow modelling
- Respond to Client Inquiries
Associate Wealth Manager employer: Barbara Houghton
Contact Detail:
Barbara Houghton Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Wealth Manager
✨Tip Number 1
Familiarise yourself with the latest trends in wealth management and investment strategies. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into the company culture.
✨Tip Number 3
Prepare to discuss specific scenarios where you've successfully managed client relationships or handled complex financial calculations. Real-life examples can set you apart from other candidates.
✨Tip Number 4
Research our company values and mission at StudySmarter. Tailoring your conversation to align with our goals can show that you're not just looking for any job, but that you're genuinely interested in being part of our team.
We think you need these skills to ace Associate Wealth Manager
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of an Associate Wealth Manager. Highlight your experience in client meetings, action point management, and investment analysis in your application.
Tailor Your CV: Make sure your CV reflects relevant skills and experiences that align with the job description. Emphasise your analytical abilities, cash-flow modelling experience, and any client-facing roles you've held.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management. Mention specific examples of how you've successfully managed client relationships or handled complex financial calculations.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise to make a strong impression.
How to prepare for a job interview at Barbara Houghton
✨Know Your Numbers
Brush up on your knowledge of financial metrics, especially those related to annual and lifetime allowances. Being able to discuss these confidently will show that you understand the core responsibilities of the role.
✨Demonstrate Client Engagement Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your communication skills and ability to respond to client inquiries effectively.
✨Showcase Analytical Skills
Be ready to discuss your experience with investment analysis and cash-flow modelling. Consider bringing a case study or example of your work to illustrate your analytical capabilities.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to wealth management and client engagement. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
