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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, competitive salary, 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 for career advancement.
The predicted salary is between 28800 - 42000 £ 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 current Associate Wealth Managers who can provide insights and possibly refer you to opportunities.
✨Tip Number 3
Prepare for potential case studies or practical assessments that may be part of the interview process. Practising cash-flow modelling and investment analysis scenarios can give you a competitive edge.
✨Tip Number 4
Showcase your communication skills by preparing thoughtful questions to ask during interviews. Engaging with the interviewers about their experiences and the company culture can leave a positive impression.
We think you need these skills to ace Associate Wealth Manager
Some tips for your application 🫡
Understand the Role: Take time to thoroughly read the job description for the Associate Wealth Manager position. Understand the key responsibilities and required skills, such as client interaction and investment analysis.
Tailor Your CV: Customise your CV to highlight relevant experience in wealth management, client meetings, and financial analysis. Use specific examples that demonstrate your ability to manage action points and perform cash-flow modelling.
Craft a Compelling Cover Letter: Write a cover letter that connects your background to the role. Mention your enthusiasm for hybrid working and how your skills align with the responsibilities outlined in the job description.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial in wealth management.
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 calculations confidently will show that you're well-prepared for the role.
✨Demonstrate Client Engagement Skills
Since attending client meetings is a key responsibility, be ready to share 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 Abilities
Prepare to discuss your experience with investment analysis and cash-flow modelling. Bring examples of past analyses you've conducted and be ready to explain your thought process and the outcomes.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared about the company's approach to wealth management or their client base. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
