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- Tasks: Support the Portfolio Management team with administrative tasks and client service.
- Company: Established wealth management business with a focus on teamwork.
- Benefits: Gain valuable experience in investment management and develop your career.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Experience in financial services and strong organisational skills.
- Other info: Opportunity for professional growth in a collaborative environment.
The predicted salary is between 30000 - 42000 ÂŁ per year.
We’re looking for an organised and proactive Team Assistant to support a busy Portfolio Management function within a well‑established wealth management business. This is a great opportunity for someone with strong administrative and client‑service skills who’s looking to build a career in investment or wealth management.
About the role
You’ll provide day‑to‑day administrative support to the Investment Managers and Assistants, helping ensure clients receive a seamless, high‑quality service. Working closely with the wider team, you’ll handle a variety of tasks including account openings, stock transfers, client meeting coordination, and data updates on internal systems. You’ll also assist with preparing materials for client meetings, support ongoing team projects, and help maintain accurate, compliant records.
Key responsibilities
- Provide administrative and operational support to the Portfolio Management team
- Prepare client documentation, correspondence, and meeting materials
- Update and maintain accurate data within internal systems (e.g., Avaloq or similar)
- Assist with account openings, closures, stock transfers, and payments
- Generate and format Excel reports for portfolio tracking and reporting
- Help arrange client meetings and manage related logistics
- Support trade processing and reconciliation under supervision
- Contribute to process‑efficiency initiatives and best‑practice sharing
- Maintain ongoing professional development and industry knowledge
What we’re looking for
- Previous experience in financial services (wealth management, investment, or private banking preferred)
- Confident user of Microsoft Word, Excel and PowerPoint; knowledge of Avaloq or similar systems beneficial
- Excellent organisational, communication and teamwork skills
- High attention to detail and a proactive, “can‑do” approach
- Strong client‑service mindset, with discretion when handling sensitive information
This role would suit someone keen to gain wider exposure to portfolio management operations and grow within a collaborative, dynamic investment environment.
Team Assistant - Portfolio Management in Newcastle upon Tyne employer: Cameron Kennedy
Contact Detail:
Cameron Kennedy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Team Assistant - Portfolio Management in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their portfolio management approach and be ready to discuss how your skills can contribute to their success. We want to see your enthusiasm!
✨Tip Number 3
Practice your responses to common interview questions. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will help you showcase your experience effectively and keep you calm under pressure.
✨Tip Number 4
Don’t forget to follow up after interviews! A simple thank-you email can leave a lasting impression and show your genuine interest in the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Team Assistant - Portfolio Management in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Team Assistant role. Highlight your administrative and client-service skills, and don’t forget to mention any relevant experience in financial services!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the role and how your proactive approach can benefit our Portfolio Management team. Keep it concise but engaging!
Showcase Your Tech Skills: Since the role involves using systems like Avaloq and Excel, make sure to mention your proficiency with these tools. If you have experience generating reports or managing data, let us know!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Cameron Kennedy
✨Know Your Stuff
Before the interview, make sure you understand the basics of portfolio management and wealth management. Brush up on key terms and concepts, as well as the specific responsibilities mentioned in the job description. This will show your enthusiasm and readiness to dive into the role.
✨Showcase Your Skills
Prepare examples that highlight your organisational and administrative skills. Think about times when you've successfully managed multiple tasks or improved a process. Be ready to discuss how you can apply these skills to support the Portfolio Management team effectively.
✨Ask Smart Questions
Come prepared with thoughtful questions about the team dynamics, ongoing projects, or the tools they use, like Avaloq. This not only shows your interest in the role but also helps you gauge if the company culture aligns with your career goals.
✨Demonstrate a Client-Service Mindset
Since this role involves client interaction, be ready to discuss how you handle sensitive information and ensure high-quality service. Share examples of how you've gone above and beyond for clients in previous roles to illustrate your commitment to excellent service.
