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- Tasks: Support a dynamic team in wealth management with daily operations and client interactions.
- Company: Join a leading firm in wealth management, guiding clients through their financial journeys.
- Benefits: Enjoy 28 days leave, private medical insurance, and a hybrid working model.
- Why this job: Be part of a growing initiative, contributing to its evolution while developing your career.
- Qualifications: Prior experience in financial services is preferred; strong communication and organisational skills are essential.
- Other info: Open to all qualified candidates, including those with disabilities.
The predicted salary is between 36000 - 60000 £ per year.
Our company operates in the wealth management sector, guiding clients through every stage of their financial journey. Our team brings together seasoned professionals with deep expertise in asset management, financial structuring, and business advisory services. To support our continued growth, our London office is looking for a Wealth Management Assistant to provide day-to-day operational support to a team of 10. This is a varied and hands-on role, well-suited for a proactive and adaptable individual who is eager to contribute across multiple facets of the business and help ensure the smooth functioning of the office.
Position Description
- Greeting clients, visitors, and partners
- Coordinate meeting rooms, manage bookings, ensure rooms are prepared to high standards and refreshed throughout the day
- Maintaining stock within the office
- Handle incoming calls, enquiries, and emails efficiently and courteously
- Assist with client account openings and onboarding
- Assist with preparing proposals for clients
- Management of administrative/compliance and client files
- Processing expenses
- Booking couriers
- Provide general support to Wealth Managers in their activity
- Occasional assisting/booking of staff travel
- Ad-hoc administration as required
Desired Profile
Beyond a CV, we seek a personality! Joining us means sharing our values: Expertise, entrepreneurship, innovation, empathy, and humanity. You are the ideal candidate if you have:
- Prior experience in financial services, ideally within asset management, private equity or investment banking. Experience with client onboarding is highly desirable
- A strong communicator and an excellent team player
- A positive, pro-active and 'can-do' attitude
- A polished appearance since this is a client facing role
We are looking for someone with:
- Excellent interpersonal skills and a strong team spirit
- Strong organisational skills and ability to manage priorities effectively
- The ability to problem solve and be one step ahead
- Motivation and curiosity with a strong willingness to learn and grow
- Meticulous and detail-oriented
- Reliable and trustworthy
- Customer-focused, with a constant concern for client satisfaction
Benefits
- Be part of a growing initiative and actively contribute to its evolution
- Opportunities for both professional and career development
- 28 days of annual leave, plus UK bank holidays
- 10% monthly contribution towards flexible benefits, to use at your discretion
- Private medical insurance, life insurance, and a competitive pension plan
- Team-building activities
- Off-site events
- Hybrid working model – one day per week working from home
- Access to an employee benefits platform
Start Date & Location
The position is set to begin in July 2025, based in London. As part of a commitment to diversity and inclusion, the role is open to all qualified candidates, including those with disabilities.
Salary
It will be discussed during your recruitment process, it depends on your professional experience.
Executive Assistant - Wealth Management (City of London) employer: Confidential Company
Contact Detail:
Confidential Company Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Executive Assistant - Wealth Management (City of London)
✨Tip Number 1
Familiarise yourself with the wealth management sector. Understanding the basics of asset management, private equity, and investment banking will not only help you in interviews but also show your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services industry. Attend relevant events or join online forums to connect with individuals who can provide insights into the role and potentially refer you to opportunities at our company.
✨Tip Number 3
Demonstrate your organisational skills by preparing a mock schedule or plan for managing multiple priorities. This will showcase your proactive approach and ability to handle the varied tasks expected in this role.
✨Tip Number 4
Prepare to discuss your customer service experience in detail. Since this is a client-facing role, being able to articulate how you've successfully managed client relationships in the past will set you apart from other candidates.
We think you need these skills to ace Executive Assistant - Wealth Management (City of London)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly in asset management or client onboarding. Use specific examples to demonstrate your skills and achievements that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your personality and enthusiasm for the role. Emphasise your proactive attitude and how your values align with those of the company. Mention specific experiences that illustrate your strong communication and organisational skills.
Highlight Interpersonal Skills: In your application, focus on your interpersonal skills and ability to work as part of a team. Provide examples of how you've successfully collaborated with others in previous roles, especially in client-facing situations.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Executive Assistant role.
How to prepare for a job interview at Confidential Company
✨Showcase Your Financial Services Experience
Make sure to highlight any prior experience you have in financial services, especially in asset management or client onboarding. Be prepared to discuss specific examples of how you've contributed to similar roles in the past.
✨Demonstrate Strong Communication Skills
As this role is client-facing, it's crucial to exhibit your communication skills during the interview. Practice articulating your thoughts clearly and confidently, and be ready to provide examples of how you've effectively communicated with clients or team members in previous positions.
✨Emphasise Your Organisational Abilities
The position requires strong organisational skills, so be prepared to discuss how you manage priorities and stay organised in a busy environment. Consider sharing specific tools or methods you use to keep track of tasks and deadlines.
✨Exude a Positive Attitude
A proactive and 'can-do' attitude is essential for this role. During the interview, convey your enthusiasm for the position and the company. Share instances where your positive outlook helped you overcome challenges or contributed to team success.
