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- Tasks: Join a dynamic team as a Wealth Management Associate, supporting client relationships and technical administration.
- Company: An award-winning London-based Wealth Management Company with strong growth plans through 2025.
- Benefits: Enjoy structured training, career development opportunities, and a competitive salary of £42,000 - £46,000 plus bonuses.
- Why this job: Be part of a reputable firm that values employee growth and offers a vibrant work culture.
- Qualifications: Previous financial services experience is a must; ideally in Wealth Management or similar fields.
- Other info: Opportunity to attend client meetings and build valuable relationships while advancing your skills.
The predicted salary is between 36000 - 60000 £ per year.
An award-winning London-based Wealth Management Company are looking to expand their Wealth Management Associate team. This is an exciting time to join the company as they have strong investment plans to significantly grow the company through 2025. They have an excellent reputation and believe in developing employees’ knowledge and offering strong career development opportunities. The company offer an excellent, structured training & development programme and will assist you with professional qualifications. You will work closely with a Wealth Manager helping with the management of client relationships and technical administration.
Specifics of the role will include –
Prepare client meeting packs, meeting notes and presentation material.
Assist with pre client meeting research; preparing cashflow plans, client reviews and portfolio reports.
Process all new business, ensuring company processes and procedures are adhered too.
Maintain contact with clients, resolve queries, direct enquiries, and manage the relationship in a professional manner.
Process fund switches and update valuations, client details.
Co-ordinate client reviews, ensuring consultants have the required information ·
Help consultants with diary management and organise meetings.
Prepare client recommendation letters based on meeting notes and information provided from the Wealth Manager.
Work as a productive part of your team, managing objectives and ensuring the best levels of client management are maintained.
Attend client meetings when required and help build relationships.
Have a desire to learn, develop and advance your technical knowledge and skills.
To apply for the role, you MUST HAVE PREVIOUS FINANCIAL SERVICES EXPERIENCE gained from a similar organisation – ideally Wealth Management, IFA, Investment provider or similar Financial Planning firm. Exposure to working with High Net Worth or Ultra High Net Worth clients would also be an advantage. You will also need to display excellent communication skills, a strong work ethic and desire to do well and have an all-round positive and enthusiastic approach. In return, our client offers the opportunity to work in a genuinely interesting and dynamic environment for a rapidly expanding organisation. They will offer the opportunity to further develop and take professional qualifications.
Based Central London £42,000 – £46,000 + Excellent Package & Bonus
For more information, please contact Richard Garbett
Wealth Management Associate - Leading Specialist Wealth Manager employer: Oval Recruit
Contact Detail:
Oval Recruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Associate - Leading Specialist Wealth Manager
✨Tip Number 1
Make sure to highlight your previous financial services experience during networking events or conversations. Connect with professionals in the wealth management sector and express your interest in the role, as personal connections can often lead to referrals.
✨Tip Number 2
Stay updated on current trends in wealth management and investment strategies. This knowledge will not only help you in interviews but also demonstrate your commitment to the industry and your eagerness to learn.
✨Tip Number 3
Consider reaching out to current employees of the company via LinkedIn. Ask them about their experiences and any tips they might have for someone looking to join the team. This can give you valuable insights and potentially strengthen your application.
✨Tip Number 4
Prepare to discuss specific examples of how you've managed client relationships in the past. Being able to articulate your experience with High Net Worth clients will set you apart and show that you understand the nuances of the role.
We think you need these skills to ace Wealth Management Associate - Leading Specialist Wealth Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous financial services experience, especially in Wealth Management or similar roles. Emphasize any work with High Net Worth clients and showcase relevant skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the company. Mention specific reasons why you want to join this award-winning firm and how your background makes you a great fit for their team.
Highlight Relevant Skills: In your application, focus on your communication skills, work ethic, and ability to manage client relationships. Provide examples of how you've successfully handled client queries or supported a team in a similar environment.
Show Your Desire to Learn: Express your eagerness to develop your technical knowledge and skills. Mention any professional qualifications you are pursuing or plan to pursue, as well as your commitment to continuous learning in the wealth management field.
How to prepare for a job interview at Oval Recruit
✨Showcase Your Financial Services Experience
Make sure to highlight your previous experience in financial services, especially if it relates to wealth management or working with high net worth clients. Be prepared to discuss specific examples of how you've managed client relationships and any relevant technical administration tasks you've handled.
✨Demonstrate Your Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly and confidently. Prepare to discuss how you've effectively communicated with clients in the past, resolved queries, and maintained professional relationships.
✨Prepare for Technical Questions
Expect questions that assess your technical knowledge related to wealth management. Brush up on cash flow planning, portfolio reports, and fund switches. Being able to discuss these topics will show your readiness for the role and your desire to learn.
✨Express Your Enthusiasm for Development
The company values employees who are eager to learn and grow. Be sure to convey your enthusiasm for professional development and any qualifications you wish to pursue. Discuss how you plan to contribute to the team while advancing your skills.
