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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.
Team Lead - Wealth Management in London employer: Buckingham Recruitment
Contact Detail:
Buckingham Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Team Lead - Wealth Management in 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 interviews by brushing up on your knowledge of UHNW client work and the specific challenges faced in wealth management. We recommend practising common interview questions and scenarios related to team leadership and client service.
✨Tip Number 3
Showcase your communication skills! During interviews, be clear and concise when discussing your experience with line management and client interactions. Remember, they want to see how you handle both internal and external stakeholders.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform.
We think you need these skills to ace Team Lead - Wealth Management in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Team Lead role. Highlight your background in boutique investment management or private banking, and don’t forget to showcase your line management experience!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your experience with UHNW clients and how you can contribute to our inclusive culture at StudySmarter.
Showcase Communication Skills: Since communication is key in this role, make sure your application reflects your ability to communicate effectively. Use clear and concise language, and don’t hesitate to share examples of how you've successfully managed client relationships.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the process!
How to prepare for a job interview at Buckingham Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and investment processes. Familiarise yourself with terms like KYC, UHNW clients, and the specific services offered by the firm. This will show that you're not just interested in the role but also understand the industry.
✨Showcase Your Leadership Skills
Since this role involves line management, be prepared to discuss your experience in leading teams. Think of specific examples where you've created workflows or improved team performance. Highlight how you’ve mentored others and the positive outcomes that resulted from your leadership.
✨Communication is Key
Given the importance of communication in this role, practice articulating your thoughts clearly and concisely. Prepare to discuss how you've effectively communicated with both internal teams and external clients in the past. This will demonstrate your ability to manage stakeholder relationships.
✨Attention to Detail Matters
In wealth management, details can make all the difference. Be ready to provide examples of how your attention to detail has positively impacted your work. Whether it’s through monitoring workloads or ensuring compliance, showing that you value precision will resonate well with the interviewers.