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- Tasks: Support a dynamic Account Management Team and manage client relationships.
- Company: Join a groundbreaking Investment Manager with a strong reputation in the industry.
- Benefits: Enjoy 25 days holiday, private medical benefits, and a 5% employer pension contribution.
- Why this job: This role offers hands-on experience in investment management and a chance to build valuable relationships.
- Qualifications: Strong interest in investments, excellent communication skills, and proficiency in MS Office required.
- Other info: Perfect for those eager to learn and grow in a fast-paced environment.
The predicted salary is between 28800 - 43200 £ per year.
25 days holiday + Bank holidays
5% Employer pension contribution
Private Medical & Death in service benefits
Qualifications & Study Encouraged And Supported
NJR Recruitment are currently working ‘exclusively’ with a groundbreaking Investment Manager who now has a newly created and exciting opportunity for an Administrator to form part of the very successful Account Management Team. Joining Head Office as an Account Management Support Executive based in Wilmslow, this role will suit someone who is keen to provide a first-class support function to a fast-paced and busy team. The successful Candidate will have a strong interest and be passionate about Investments.
Looking after a portfolio of around 150/200 Clients, the successful Candidate will be responsible for;
- Supporting a team of Account Manager & Business Development Directors
- Maintaining accurate computer records
- Assisting with the onboarding of new firms and the IFA system / Platform access
- Working closely with Sales, Operations & Compliance teams
- Assisting with daily incoming queries
- Managing and maintaining own diary, and keeping records to ensure appropriate audit trails
- Developing and maintaining strong IFA relationships across your panel of IFA firm accounts
- Developing a good understanding of the Tatton proposition & processes to enable new business flows across all firm accounts, across all product ranges
- Assisting the BDM’s with the onboarding of new firms and IFA system/platform access
- Proactively creating and managing daily IFA appointments to discuss the Tatton proposition, Investment updates and Investment process
- Assisting with all daily incoming queries, calls and tasks managed by the TAM team ensuring support is delivered to all TIML accounts.
You MUST be confident and have a very strong ability to build strong business relationships. Candidates should have excellent verbal & written communication skills. You will have a strong working knowledge of MS Office applications, with a high level of attention to detail.
NJR 15310
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Junior Account manager-Investment Management employer: Bureau Land
Contact Detail:
Bureau Land Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Account manager-Investment Management
✨Tip Number 1
Familiarize yourself with the investment management industry. Understanding key concepts, trends, and the specific services offered by the company will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the investment management field. Attend industry events or connect with people on LinkedIn to gain insights and potentially get referrals that could boost your application.
✨Tip Number 3
Practice your communication skills. Since the role requires excellent verbal and written communication, consider joining a local speaking club or participating in workshops to enhance your abilities.
✨Tip Number 4
Demonstrate your organizational skills. Prepare examples of how you've effectively managed tasks or projects in the past, as this will be crucial for managing your own diary and supporting the Account Management Team.
We think you need these skills to ace Junior Account manager-Investment Management
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description. Understand the key responsibilities and required skills, especially the importance of building strong business relationships and supporting the Account Management Team.
Tailor Your CV: Customize your CV to highlight relevant experience in account management or client support. Emphasize your communication skills and any experience you have with investments or financial services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for investments and your ability to support a fast-paced team. Mention specific examples of how you've successfully managed client relationships or supported teams in the past.
Highlight Technical Skills: Make sure to mention your proficiency in MS Office applications and any other relevant software. Detail your attention to detail and how it has positively impacted your previous work.
How to prepare for a job interview at Bureau Land
✨Show Your Passion for Investments
Make sure to express your genuine interest in investments during the interview. Share any relevant experiences or knowledge you have about the investment management industry, as this will demonstrate your enthusiasm and commitment to the role.
✨Highlight Your Communication Skills
Since the role requires excellent verbal and written communication skills, prepare examples of how you've effectively communicated in previous roles. Be ready to discuss how you can build strong relationships with clients and team members.
✨Demonstrate Attention to Detail
Given the importance of maintaining accurate records and managing client portfolios, be prepared to discuss how you ensure accuracy in your work. You might want to share specific instances where your attention to detail made a difference.
✨Familiarize Yourself with the Tatton Proposition
Research the Tatton proposition and its processes before the interview. Understanding their offerings will not only help you answer questions more effectively but also show that you are proactive and genuinely interested in the company.
