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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 relationships.
- Qualifications: Must have relevant experience in wealth management and at least two RO exams passed.
- Other info: Work with cutting-edge tools like Salesforce and Business Trackers to enhance your skills.
The predicted salary is between 36000 - 60000 £ 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 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 (Technical and administrative)
- Identify Opportunities and Referrals from Existing Clients
- Managing workflow through Salesforce and Business Trackers
Skills and experience:
- Relevant experience working in a Wealth Management environment
- At least two RO exams passed
- Highly IT literate, including MS Outlook, Excel, PowerPoint and Word skills
For more information please send CV in to Tony Ward at quoting job reference 16870TW.
Associate Wealth Manager 16870TW employer: LinkedIn
Contact Detail:
LinkedIn Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Wealth Manager 16870TW
✨Tip Number 1
Familiarise yourself with the latest trends in wealth management. Understanding current market conditions and investment strategies will help you engage more effectively during client meetings and demonstrate your knowledge.
✨Tip Number 2
Brush up on your Salesforce skills. Since managing workflow through Salesforce is a key part of the role, being proficient in this tool will not only make you more efficient but also show your potential employer that you're ready to hit the ground running.
✨Tip Number 3
Practice your communication skills. As you'll be responding to client inquiries and attending meetings, being able to convey complex information clearly and confidently will set you apart from other candidates.
✨Tip Number 4
Network within the wealth management community. Attend industry events or join relevant online forums to connect with professionals in the field. This can lead to valuable insights and even referrals that could benefit your application.
We think you need these skills to ace Associate Wealth Manager 16870TW
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management. Emphasise any specific roles or responsibilities that align with the job description, such as client meetings, investment analysis, and cash-flow modelling.
Highlight Relevant Qualifications: Clearly list your RO exams and any other qualifications that are pertinent to the role. This will demonstrate your commitment and suitability for the position.
Showcase IT Skills: Since the role requires high IT literacy, mention your proficiency in MS Outlook, Excel, PowerPoint, and Word. Provide examples of how you've used these tools in previous roles to manage workflows or analyse data.
Craft a Compelling Cover Letter: Write a cover letter that not only summarises your experience but also expresses your enthusiasm for the role. Mention your ability to manage client inquiries and identify opportunities, as these are key aspects of the job.
How to prepare for a job interview at LinkedIn
✨Know Your Wealth Management Basics
Make sure you brush up on your knowledge of wealth management principles. Understand key concepts like annual and lifetime allowances, as well as investment analysis techniques. This will help you answer technical questions confidently.
✨Familiarise Yourself with Salesforce
Since managing workflow through Salesforce is part of the role, it’s crucial to demonstrate your familiarity with this tool. If you have experience using it, be ready to discuss how you've utilised it in previous roles.
✨Prepare for Client Interaction Scenarios
Given that you'll be attending client meetings and responding to inquiries, think about past experiences where you've successfully managed client relationships. Be prepared to share specific examples that highlight your communication skills and problem-solving abilities.
✨Showcase Your IT Skills
As the role requires high IT literacy, be ready to discuss your proficiency in MS Outlook, Excel, PowerPoint, and Word. Consider preparing a brief example of how you've used these tools effectively in your previous work.
