At a Glance
- Tasks: Support Client Directors with client administration and manage client enquiries.
- Company: Boutique private client wealth manager with a global presence.
- Benefits: Competitive salary, hybrid work model, and potential for contract extension.
- Other info: Dynamic role with opportunities for professional growth and development.
- Why this job: Gain hands-on experience in wealth management while working with high net worth clients.
- Qualifications: Two years of client support experience in financial services required.
The predicted salary is between 29700 - 36300 £ per year.
London · Full-time · Hybrid: three days a week in the office
Contract: Initial 6 month fixed term contract, with the potential for extension
Remuneration: Competitive and commensurate with experience
Bentley Reid is a staff and family owned boutique private client wealth manager, based in London with offices in Hong Kong, Dubai and Malta. We are looking for a Wealth Management Executive to support our Client Directors in looking after high net worth individuals and internationally mobile families.
The role
You will help keep clients’ day-to-day arrangements running smoothly: responding to enquiries, coordinating documentation and reporting, and following up outstanding actions. The work involves contact with clients and third-party providers, including private banks, offshore insurance companies and trustees.
Your responsibilities will include:
- Supporting Client Directors with client administration and handling client and third-party enquiries.
- Helping prepare quarterly valuations, annual suitability reviews and client review packs.
- Coordinating client meetings, diaries and supporting documentation.
- Maintaining accurate client records and monitoring know your client documentation and outstanding information.
- Working with private banks on loan administration and deposit renewals.
- Administering client payments and associated tax certificates.
- Assisting with account opening, client onboarding and associated KYC requirements, liaising with custodians, investment platforms and other providers.
What you will bring
You will have at least two years’ relevant client support experience within financial services, including handling client enquiries, coordinating administrative tasks and maintaining accurate records. You will also bring:
- A careful, organised approach and strong attention to detail
- Clear, professional written and verbal communication
- The ability to prioritise requests and follow tasks through to completion
- Experience supporting private clients, internationally mobile families or trusts and trustees would be helpful, but is not essential
- Previous experience within wealth management, private banking or financial planning, particularly involving custodians, investment platforms, offshore investment bonds and client onboarding, would be advantageous.
What we offer
The role provides exposure to a broad range of private-client arrangements and the opportunity to work with our Client Directors.
Wealth Management Executive employer: Bentley Reid
Bentley Reid provides a supportive and flexible work environment, promoting professional development in wealth management. Employees enjoy competitive remuneration and the opportunity to engage with high net worth clients, enhancing their expertise in the financial services industry.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Management Executive
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Bentley Reid. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Wealth Management Executive
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Bentley Reid.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Bentley Reid's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Bentley Reid
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Bentley Reid.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Bentley Reid will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Bentley Reid employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
