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- Tasks: Lead and mentor a team while supporting investment managers with UHNW client work.
- Company: Prestigious investment management firm located in Mayfair.
- Benefits: Competitive salary, enhanced pension, discretionary bonus, and private medical insurance.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Experience in boutique investment management and line management skills required.
- Other info: Inclusive culture with the option to work from home one day a week.
The predicted salary is between 50000 - 60000 £ per year.
This is a newly created role to join a prestigious investment management firm whose Mayfair office is made up of around 300 professionals.
Your role will combine overseeing and mentoring a small administration / PA / support team as well as assisting investment managers with their UHNW client work (e.g. onboarding clients, KYC, transactions, etc).
A background in boutique investment management / private banking / HNW or family office will be essential as well as experience with line management of a team - to include creating workflows, monitoring and reporting.
This is an established, professional environment and you will have both internal and external (client) stakeholders - as such communication skills and attention to detail are both paramount.
You will have significant experience in client service / investment support as the role will involve working on processes and monitoring Client Executive workloads, reporting in to the Head of Client Services.
Great office and team environment, with an inclusive culture. Mayfair location with the opportunity to WFH one day per week after probation.
£50-60,000, plus enhanced pension, discretionary bonus and private medical insurance.
Client Executive Team Lead - Wealth Management in City of London employer: Buckingham Recruitment
Contact Detail:
Buckingham Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Executive Team Lead - Wealth Management in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management space, especially those who might know about opportunities at firms like the one you're eyeing. A personal introduction can make all the difference.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of UHNW client services and the specific challenges they face. We want you to showcase your expertise and how you can lead a team effectively in this environment.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email to express your appreciation and reiterate your enthusiasm for the role. It keeps you fresh in their minds and shows your professionalism.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Client Executive Team Lead - Wealth Management in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Client Executive Team Lead. Highlight your experience in boutique investment management and any relevant line management skills. We want to see how your background aligns with our needs!
Showcase Your Communication Skills: Since this role involves a lot of interaction with both internal and external stakeholders, it’s crucial to demonstrate your communication prowess. Use clear, concise language in your application to reflect your attention to detail and professionalism.
Highlight Team Leadership Experience: We’re looking for someone who can mentor and oversee a team. Be sure to include examples of how you’ve successfully managed teams in the past, created workflows, or improved processes. This will show us you’re ready for the challenge!
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to keep track of your application and ensure it reaches the right people!
How to prepare for a job interview at Buckingham Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of boutique investment management and private banking. Understand the key processes like onboarding clients and KYC, as these will be crucial in your role. Being able to discuss these topics confidently will show that you're serious about the position.
✨Showcase Your Leadership Skills
Since this role involves line management, be prepared to share examples of how you've successfully led a team in the past. Talk about how you created workflows and monitored performance. This will demonstrate your capability to manage and mentor your future team effectively.
✨Communicate Clearly
With both internal and external stakeholders involved, strong communication skills are a must. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few questions to ask during the interview to show your engagement and interest in the role.
✨Attention to Detail is Key
In a professional environment like this, attention to detail can set you apart. Bring examples of how you've ensured accuracy in your previous roles, whether it’s through reporting or managing client information. This will highlight your suitability for the meticulous nature of the job.