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- Tasks: Support Portfolio Managers with client communications, payments, and documentation.
- Company: Join a prestigious investment management firm located in Mayfair.
- Benefits: Enjoy a competitive salary of £40k plus benefits and opportunities for growth.
- Why this job: Perfect for those eager to advance in finance within a dynamic and supportive environment.
- Qualifications: Requires 2+ years in financial services, ideally with Ultra High Net Worth clients.
- Other info: Ideal for motivated individuals seeking personal development and networking opportunities.
The predicted salary is between 24000 - 36000 £ per year.
This well established, successful investment management firm in Mayfair is looking for a Client Services Executive to support two Portfolio Managers with comprehensive support. The role would suit someone with a couple of years experience within financial services, supporting Portfolio Managers or similar, wanting to progress their career within finance. 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:
- 2 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 job we post, we are only able to respond to successful applicants.
Assistant Portfolio Manager for Wonderful Investment Management Firm, £40k plus benefits employer: Annabel Taylor Recruitment Limited
Contact Detail:
Annabel Taylor Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Portfolio Manager for Wonderful Investment Management Firm, £40k plus benefits
✨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 thoughtful questions for your interviewers. This not only demonstrates your interest in the role but also your ability to engage with clients and colleagues effectively.
✨Tip Number 4
Highlight any experience you have in mentoring or guiding junior staff. This aligns with the job's requirements and shows that you can contribute positively to the team dynamic.
We think you need these skills to ace Assistant Portfolio Manager for Wonderful Investment Management Firm, £40k plus benefits
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly any roles where you've supported Portfolio Managers or worked with Ultra High Net Worth clients. Use specific examples to demonstrate your skills and achievements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for finance and your commitment to excellence. Mention your experience with client administration and your ability to manage relationships effectively, as these are key aspects of the role.
Highlight Attention to Detail: In your application, emphasise your attention to detail and data accuracy. Provide examples of how you've ensured compliance and maintained up-to-date client files in previous roles.
Showcase Communication Skills: Demonstrate your exceptional communication skills by providing examples of how you've successfully managed relationships with clients and external advisers. This will be crucial for the Client Services Executive role.
How to prepare for a job interview at Annabel Taylor Recruitment Limited
✨Showcase Your Experience
Make sure to highlight your experience working with Ultra High Net Worth clients. Be prepared to discuss specific examples of how you've supported Portfolio Managers or similar roles in the past.
✨Demonstrate Attention to Detail
Since the role requires a commitment to data accuracy, be ready to provide examples of how you've ensured compliance and maintained up-to-date client files in previous positions.
✨Communicate Effectively
Exceptional communication skills are crucial for this role. Practice articulating your thoughts clearly and confidently, especially when discussing how you manage relationships with clients and external advisers.
✨Express Your Motivation for Growth
The firm values personal development, so be sure to express your eagerness to learn and grow within the financial services sector. Mention any relevant seminars, networking events, or professional exams you’ve attended or plan to pursue.
