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- Tasks: Join our team as an Associate Wealth Manager, attending client meetings and managing action points.
- Company: We are a dynamic wealth management firm focused on delivering exceptional client service.
- Benefits: Enjoy hybrid working, flexible hours, and opportunities for professional growth.
- Why this job: Be part of a supportive culture that values innovation and client relationships.
- Qualifications: Relevant experience in wealth management and at least two RO exams passed required.
- Other info: Apply now with your CV to Tony Ward, quoting job reference 16870TW.
The predicted salary is between 36000 - 60000 £ per year.
Our client is seeking an Associate Wealth Manager to join their team on a permanent basis. This will be hybrid working.
Responsibilities include (but are not limited to):
- Attend Client Meetings with Wealth Managers
- Manage Action Points from Client Meetings
- Carry Forward, Annual Allowance, Lifetime Allowance Calculations
- Investment analysis
- Preparation of detailed cash-flow modelling
- Respond to Client Inquiries (Technical and administrative)
- Identify Opportunities and Referrals from Existing Clients
- Managing workflow through Salesforce and Business Trackers
Skills and experience:
- Relevant experience working in a Wealth Management environment
- At least two RO exams passed
- Highly IT literate, including MS Outlook, Excel, PowerPoint and Word skills
For more information please send CV in to Tony Ward quoting job reference 16870TW.
Associate Wealth Manager employer: Barbara Houghton Associates
Contact Detail:
Barbara Houghton Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Wealth Manager
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or webinars where you can meet current Associate Wealth Managers and learn about their experiences. This can give you valuable insights and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with Salesforce and other business tracking tools mentioned in the job description. Consider taking online courses or tutorials to enhance your skills, as being proficient in these tools will set you apart from other candidates.
✨Tip Number 3
Stay updated on the latest trends and regulations in wealth management. Subscribe to relevant newsletters or follow industry leaders on social media to demonstrate your commitment and knowledge during interviews.
✨Tip Number 4
Prepare for potential client interactions by practising your communication skills. Role-play scenarios where you respond to client inquiries or present investment analyses, as this will help you feel more confident during the interview process.
We think you need these skills to ace Associate Wealth Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management. Emphasise any specific roles or responsibilities that align with the job description, such as client meetings, investment analysis, and cash-flow modelling.
Highlight Qualifications: Clearly list your qualifications, especially the RO exams you have passed. This is crucial as the company is looking for candidates with at least two RO exams completed.
Showcase IT Skills: Since the role requires high IT literacy, mention your proficiency in MS Outlook, Excel, PowerPoint, and Word. Provide examples of how you've used these tools in previous roles to manage workflows or analyse data.
Craft a Strong Cover Letter: Write a compelling cover letter that explains why you're a great fit for the Associate Wealth Manager position. Discuss your passion for wealth management and how your skills can benefit the team, referencing specific responsibilities from the job description.
How to prepare for a job interview at Barbara Houghton Associates
✨Know Your Numbers
As an Associate Wealth Manager, you'll be dealing with calculations like Annual Allowance and Lifetime Allowance. Brush up on these concepts and be ready to discuss how you would approach these calculations in real scenarios.
✨Familiarise Yourself with Salesforce
Since managing workflow through Salesforce is part of the role, make sure you understand its basic functionalities. If you have experience using it, be prepared to share specific examples of how you've used it effectively in previous roles.
✨Prepare for Client Interactions
You'll be attending client meetings and responding to inquiries, so practice your communication skills. Think about how you would handle difficult questions or situations and be ready to demonstrate your client management abilities.
✨Showcase Your IT Skills
The job requires high IT literacy, especially in MS Office. Be prepared to discuss your proficiency in Excel, PowerPoint, and Word, and consider bringing examples of reports or presentations you've created in the past.
