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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 personal development.
- Why this job: Perfect for those eager to grow in finance within a dynamic and supportive environment.
- Qualifications: Requires 2+ years in financial services, especially with Ultra High Net Worth clients.
- Other info: Ideal for motivated individuals looking to make an impact and advance their careers.
The predicted salary is between 24000 - 48000 £ 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.
Client Services Executive at 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 Client Services Executive at Wonderful Investment Management Firm, £40k plus benefits
✨Tip Number 1
Network with professionals in the investment management sector. Attend industry events or seminars where you can meet people who work at firms like Wonderful Investment Management. Building relationships can give you insights into the company culture and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the specific needs of Ultra High Net Worth clients. Understanding their unique requirements and challenges will help you demonstrate your knowledge during interviews, showing that you're well-prepared for the role.
✨Tip Number 3
Prepare to discuss your experience with client administration and compliance. Be ready to provide examples of how you've ensured data accuracy and maintained high standards in previous roles, as this is crucial for the position.
✨Tip Number 4
Showcase your mentoring experience. If you've guided junior staff before, be prepared to share specific instances where your support made a difference. This will highlight your leadership potential and fit for the team.
We think you need these skills to ace Client Services Executive at 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 the role and the firm. Mention your commitment to excellence, attention to detail, and how your previous experiences align with the responsibilities outlined in the job description.
Highlight Communication Skills: Since exceptional communication is key for this role, provide examples in your application of how you've successfully managed relationships with clients and colleagues. This could include instances where you resolved queries or coordinated with external service providers.
Showcase Your Organisational Skills: Demonstrate your ability to handle pressure and stay organised by mentioning specific situations where you managed multiple tasks or projects simultaneously. This will help illustrate your capability to support critical decision-making effectively.
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 explain how you ensure precision in your work. You might want to share instances where your attention to detail made a significant impact.
✨Prepare for Client Interaction Scenarios
Expect questions about how you would handle client queries and manage relationships. Think of examples where you successfully resolved issues or provided exceptional service to clients.
✨Express Your Commitment to Personal Development
The firm values ongoing learning and professional growth. Be sure to mention any relevant seminars, networking events, or professional exams you’ve attended or plan to pursue.
