Private Client Executive at Wonderful Investment Management Firm

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:

• 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

The criteria required for the position is:

• 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

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.

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

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