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- Tasks: Assist clients and support advisors in delivering top-notch service.
- Company: Brown Shipley is a boutique private bank focused on personalised wealth management.
- Benefits: Enjoy flexible working options and a supportive team environment.
- Other info: Be among the first 25 applicants for this exciting opportunity!
- Why this job: Join a passionate team dedicated to making a real impact in clients' lives.
- Qualifications: No prior experience needed; just bring your enthusiasm and willingness to learn.
The predicted salary is between 28800 - 43200 £ per year.
Join to apply for the Client Advisor Assistant role at Brown Shipley | A Quintet Private Bank
1 day ago Be among the first 25 applicants
Join to apply for the Client Advisor Assistant role at Brown Shipley | A Quintet Private Bank
Purpose of the Job
Our parent company, Quintet Private Bank, is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (<1>
Purpose of the Job
Our parent company, Quintet Private Bank, is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (<1>
When you join us you are joining a company that values diversity of background, equal access to opportunities, career development, collaboration and inclusiveness. We want our employees to feel proud of being part of a company that is committed to do the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes.
As a Client Advisor Assistant, you will be working closely with the Client Advisors, actively and significantly contributing to the development of sustainable client relationships and a strong client experience. You will be providing superior administrative, commercial, organisational, and operational support across multiple client-related processes covering the whole lifecycle of the client families we serve.
Key Accountabilities
- The role holder will work as part of the Private Banking client facing team within a support role function, providing a range of assistance in support of Client Advisors
- To proactively assist Client Advisors with the management of Clients wealth in line with their aspirations and risk appetite. Provide support for client meetings, for example, preparation of meeting packs, attending meetings where required and taking ownership of post meeting actions e.g. payments.
- Contact clients as requested by the Client Advisors, by telephone, letter or in person in order to ensure client’s needs are met, including arrangement of meetings, annual reviews and similar activities
- To provide, as necessary, support in responding to client queries.
- To maintain client files and records through standing data amendments including new client set-up and deletion.
- Answering client calls and queries professionally
- As required, to liaise with the operations and administration units on behalf of the team.
- To prepare, check and dispatch client valuation records, either screen based or in hard copy, as required to maintain accuracy and in accordance with regulatory requirements.
- If requested, to assist in all projects expected on the team. To assist in ensuring the team meets all its obligations in respect of the Client Profile Update process.
- To print valuations and statements, request payments and record cash receipts/transfers
- To update weightings and meetings file for last review date and last meeting date
- Provide support to other teams as required
- To reflect and adhere to culture of compliance in all relevant tasks and throughout the company.
- Develop own professional expertise through on the job training, formal training and, where appropriate, professional qualifications.
Knowledge And Experience
A good knowledge and strong experience of the UK wealth management industry
Experience of supporting a number of advisors, rather than on a 121 basis
Understands Risk within context of the role and meets the regulatory obligations, as applicable.
Competent at maintaining client data and communicating with clients
Attributes and Qualities
Good communication and written English skills.
Very good telephone manner, comfortable handling client queries
Excellent team working skills. Supports and encourages others to generate a positive working culture, sharing information cross-functions.
High accuracy and attention to detail.
Well organised and efficient.
Takes a solution-oriented approach and challenges the way we do things: “see it, say it, fix it”
Technical Skills
Computer literate with good knowledge of Microsoft systems (Word, Excel, Outlook, Powerpoint).
Capable of using either or both of G2 and Intelligent Office
Strong financial knowledge with working knowledge of investment products, rules and regulations, Compliance (Mifid, KYC, KYT, AML)
Experience in similar role as Client Advisor Assistant or Client Advisor
Act as true first line of defence for clients and Quintet through proactive risk management.
Encouraged to work towards a CISI or CFA level 4 qualification
Languages Skills
Fluent in English, additional European language advantageous
Seniority level
-
Seniority level
Not Applicable
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance and Sales
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Client Advisor Assistant employer: Brown Shipley | A Quintet Private Bank
Contact Detail:
Brown Shipley | A Quintet Private Bank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Advisor Assistant
✨Tip Number 1
Research Brown Shipley and Quintet Private Bank thoroughly. Understand their values, services, and client base. This knowledge will help you tailor your conversations and demonstrate your genuine interest in the company during interviews.
✨Tip Number 2
Network with current or former employees of Brown Shipley. Use platforms like LinkedIn to connect and ask about their experiences. This can provide you with insider insights and potentially a referral, which can significantly boost your chances.
✨Tip Number 3
Prepare for common interview questions specific to client advisory roles. Think about how you would handle various client scenarios and be ready to discuss your problem-solving skills and customer service experience.
✨Tip Number 4
Showcase your interpersonal skills during the interview process. As a Client Advisor Assistant, building relationships is key, so demonstrate your ability to communicate effectively and empathise with clients' needs.
We think you need these skills to ace Client Advisor Assistant
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and skills required for the Client Advisor Assistant position. Tailor your application to highlight how your experience aligns with these requirements.
Craft a Tailored CV: Create a CV that specifically addresses the skills and experiences relevant to the role at Brown Shipley. Use keywords from the job description to ensure your CV stands out to recruiters.
Write a Compelling Cover Letter: Your cover letter should express your enthusiasm for the role and the company. Mention why you want to work at Brown Shipley and how you can contribute to their commitment to personalised service.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the wealth management sector.
How to prepare for a job interview at Brown Shipley | A Quintet Private Bank
✨Understand the Company Culture
Before your interview, take some time to research Brown Shipley and its parent company, Quintet Private Bank. Understanding their values and approach to client service will help you align your answers with what they are looking for.
✨Showcase Your Client-Focused Mindset
As a Client Advisor Assistant, demonstrating a strong commitment to client satisfaction is crucial. Prepare examples from your past experiences where you went above and beyond to meet client needs or resolve issues.
✨Prepare for Behavioural Questions
Expect questions that assess how you've handled situations in the past. Use the STAR method (Situation, Task, Action, Result) to structure your responses, focusing on scenarios relevant to client advisory roles.
✨Ask Insightful Questions
At the end of the interview, be ready to ask thoughtful questions about the role and the company. This shows your genuine interest and helps you determine if the company is the right fit for you.