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For Companies At a Glance
- Tasks: Engage with high-net-worth clients and manage their portfolios.
- Company: Join a boutique private investment firm focused on personalized client services.
- Benefits: Gain valuable experience in wealth management and build strong professional relationships.
- Why this job: Perfect for those who thrive in dynamic environments and want to make an impact.
- Qualifications: 1-4 years in client services or banking; passion for wealth management is a plus.
- Other info: Ideal for personable individuals eager to grow in a collaborative team.
The predicted salary is between 28800 - 42000 £ per year.
Job Description
Freshminds have partnered with a boutique private investment firm who are looking to build their Client Services team.
Working with high-net-worth individuals and family offices, you’ll be closely collaborating with client advisors and the senior management team to help manage their client’s portfolio.
What you’ll be doing:
- Liaising with clients and client advisors and driving meaningful relationships
- Independently executing specific tasks like payments, deposits, credit and reporting
- Organizing and pursuing business development activity
Requirements:
- 1-4 years of experience in a similar client services role or banking remit
- Interest / experience in wealth management
- Organisational skillset, high attention to detail
- Strong relationship builder
- Personable and enthusiastic nature
Associate Client Advisor employer: FRESHMINDS
Contact Detail:
FRESHMINDS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Client Advisor
✨Tip Number 1
Make sure to highlight your experience in client services or banking during networking events. Engaging with professionals in the wealth management sector can help you build valuable connections that may lead to job opportunities.
✨Tip Number 2
Demonstrate your organizational skills and attention to detail in conversations. Share specific examples of how you've successfully managed tasks or projects in previous roles, as this will resonate well with potential employers.
✨Tip Number 3
Research the boutique private investment firm thoroughly. Understanding their values, client base, and approach to wealth management will allow you to tailor your discussions and show genuine interest during interviews.
✨Tip Number 4
Practice building rapport quickly. Since the role involves liaising with high-net-worth individuals, showcasing your personable nature and ability to connect with clients will be crucial in making a positive impression.
We think you need these skills to ace Associate Client Advisor
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Associate Client Advisor position. Understand the key responsibilities and requirements, and think about how your experience aligns with them.
Tailor Your CV: Customize your CV to highlight relevant experience in client services or banking. Emphasize your organizational skills, attention to detail, and any experience you have in wealth management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to build relationships and manage client portfolios effectively.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter. Ensure there are no typos or grammatical errors, as attention to detail is crucial for this role.
How to prepare for a job interview at FRESHMINDS
✨Show Your Relationship-Building Skills
Since the role involves liaising with high-net-worth individuals, it's crucial to demonstrate your ability to build and maintain relationships. Prepare examples from your past experiences where you successfully managed client interactions.
✨Highlight Your Attention to Detail
This position requires a high level of organization and attention to detail. Be ready to discuss specific instances where your meticulous nature helped you avoid mistakes or improve processes in previous roles.
✨Demonstrate Your Interest in Wealth Management
Make sure to express your enthusiasm for wealth management. Research current trends in the industry and be prepared to discuss how they might impact client services, showcasing your knowledge and passion.
✨Prepare for Business Development Questions
As the role involves pursuing business development activities, think about how you can contribute to this area. Prepare to discuss any relevant experience you have in identifying opportunities and driving growth.
