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For Companies At a Glance
- Tasks: Support Portfolio Managers with client administration and communication.
- Company: Join a successful investment management firm located in Mayfair.
- Benefits: Gain experience in a fast-paced, supportive environment with opportunities for personal development.
- Why this job: Perfect for those eager to grow in investment management while working with high-net-worth clients.
- Qualifications: 1+ years' experience in Private Banking or Wealth Management is preferred.
- Other info: Ideal for motivated individuals looking to expand their knowledge and skills.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
This well established, successful investment management firm in Mayfair is looking for a Private Client Executive to support two Portfolio Managers with comprehensive support. The role would suit someone with a couple of years’ experience within financial planning, support Portfolio Managers with client administration, wanting to progress their career within investment management. The role will involve:
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- Communicating with external service providers
- Processing client payments
- Assisting in the co-ordination of new assets being transferred into client accounts
- Co-ordination of credit documentation and requirements for mortgage
- Answering ad-hoc queries from clients and their external advisers
- Collating Annual Suitability Review documentation/requirements prior to client meetings
- Ensuring client files are up to date and compliant
- Initiating various processes through the workflow system
- Instructing changes to client and portfolio static data
- Subject matter expert in all items related to client administration
- Completion of simple IRS tax forms
- Providing guidance to junior members of staff
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The criteria required for the position is:
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- 1 years'+ experience working with Ultra High Net Worth clients within a Private Banking or Wealth Management environment
- Experience of onboarding complex corporate and trust structures for private clients
- Knowledge of planning products – desired but not essential
- Commitment to excellence with high levels of data accuracy/a focus on attention to detail
- Experience of mentoring junior members of staff
- Exceptional communication skills at all levels with the ability to manage relationships both internally and externally
- Extremely well organised with the ability to handle high levels of pressure whilst supporting critical decision-making.
- High integrity and openness combined with commitment to good governance
- Energetic, highly motivated, with an enquiring mind and passion for excellence and innovation in pursuit of business growth and success.
- Personal development – seeks to expand knowledge through interaction with colleagues/attendance at seminars/networking events/ongoing membership of professional bodies/undertaking professional exams
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Please get in touch if you are early on in your career within financial services, looking to progress within a fast paced, supportive environment and develop within your role.
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Please note, that due to the high volume of applications we receive for every jobs we post, we are only able to respond to successful applicants
Private Client Executive at Wonderful Investment Management Firm employer: Lavender Jones Recruitment
Contact Detail:
Lavender Jones Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Executive at Wonderful Investment Management Firm
✨Tip Number 1
Network with professionals in the investment management sector, especially those who work with Ultra High Net Worth clients. Attend industry events or seminars to make connections and learn more about the role.
✨Tip Number 2
Familiarise yourself with the specific processes and documentation involved in client administration within wealth management. This knowledge will help you stand out during interviews and demonstrate your commitment to the role.
✨Tip Number 3
Showcase your communication skills by preparing to discuss how you've effectively managed relationships in previous roles. Be ready to provide examples of how you've handled client queries or collaborated with colleagues.
✨Tip Number 4
Research the firm thoroughly, including their values and recent developments. Tailor your conversations during interviews to reflect your understanding of their business and how you can contribute to their success.
We think you need these skills to ace Private Client Executive at Wonderful Investment Management Firm
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and client administration. Emphasise any work with Ultra High Net Worth clients and detail your achievements in previous roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for investment management and your commitment to excellence. Mention specific skills that align with the job description, such as communication skills and attention to detail.
Highlight Relevant Experience: In your application, clearly outline your experience with onboarding complex corporate and trust structures. Provide examples of how you've supported Portfolio Managers or mentored junior staff.
Showcase Your Personal Development: Mention any professional development activities you've engaged in, such as attending seminars or pursuing professional exams. This demonstrates your commitment to growth and learning in the financial services sector.
How to prepare for a job interview at Lavender Jones Recruitment
✨Showcase Your Experience
Be prepared to discuss your previous experience with Ultra High Net Worth clients. Highlight specific examples where you successfully managed client relationships or supported portfolio managers, as this will demonstrate your suitability for the role.
✨Demonstrate Attention to Detail
Since the role requires high levels of data accuracy, be ready to provide examples of how you've ensured compliance and maintained up-to-date client files in your past roles. This will show your commitment to excellence.
✨Communicate Effectively
Exceptional communication skills are crucial for this position. Practice articulating your thoughts clearly and concisely, especially when discussing complex topics like client administration and financial planning.
✨Express Your Motivation for Growth
The firm values personal development, so be sure to convey your eagerness to learn and grow within the investment management field. Mention any relevant seminars, networking events, or professional exams you’ve attended or plan to pursue.
