Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client accounts and prepare bespoke investment proposals in a dynamic financial environment.
- Company: Join Credo, a leading independent wealth management firm with a focus on personal service.
- Benefits: Enjoy a hybrid work model, competitive salary, and opportunities for professional growth.
- Why this job: Be the key contact for clients and make a real impact in their financial journeys.
- Qualifications: 3 years' experience in wealth management and strong communication skills required.
- Other info: Flexible working arrangements with potential for career advancement in a supportive team.
The predicted salary is between 28800 - 48000 £ per year.
An excellent opportunity for an enthusiastic and hardworking Account Manager to join a growing financial services firm. The role will require the candidate to have at least 3 years' experience in a wealth management firm, preferably as a private client administrator, wealth manager assistant or junior paraplanner, to support the private client team in the London office.
Skills & Requirements
- At least 3 years' experience in administrative roles within a wealth management space;
- Junior paraplanner experience preferable;
- Hard working;
- Ability to work independently and as part of a team;
- Impeccable attention to detail;
- Excellent time management skills;
- Strong communication skills;
- Capability to prioritize tasks in order to meet deadlines;
- Experience in writing reports is desirable;
- Knowledge of Anti-Money-Laundering, KYC and Due Diligence requirements;
- Relevant Industry qualifications are also preferred but not required.
The Role
- Serve as main point of contact for all account management administrative matters;
- Preparation of bespoke investment proposals for potential and existing clients;
- Preparation of investment order books and entering bulk trades for Credo's model portfolios;
- Dealing with a variety of client queries under supervision;
- Daily portfolio administration on behalf of relationship managers, including monitoring of credit inflows and debit cash balances, responding to corporate action notices and rebalancing of client portfolios to their agreed mandates;
- Preparation and review of monthly marketing documents sent out to clients;
- Maintaining high-risk asset approval list;
- Assisting relationship managers with other ad-hoc projects, including monthly and yearly compliance reporting and performance reviews;
- Such other activities that may reasonably be required.
Application process
Please complete the multiple-choice questionnaire and upload your CV. This advert will remain open until the vacancy has been filled, we encourage you to apply early to avoid disappointment. Shortlisted candidates may be invited to answer a few questions via video recording before the final interview stage.
Please Note
The existing working arrangements allow employees to work from home up to 2 days per week, in principle the employee needs to be ready for a full-time return to office, if required. Candidates must be based and eligible to work in the UK by the start of their employment.
About Credo & the Anchor Group
Credo is an independent wealth management business that has been in existence since 1998 with offices in the United Kingdom and South Africa. Credo provides clients with personal service in relation to their offshore wealth, focuses on long-term success and builds relationships based on trust. Credo is proud of its independence and ability to create successful partnerships by doing business in a way that best suits its clients. Anchor is an entrepreneurial wealth and asset management firm that emphasizes adaptability in a changing market. They provide a broad range of investment solutions to individuals and institutions. Their offerings include wealth management, investment management, and bespoke solutions tailored to individual client needs. Anchor recently announced a merger with Credo, which will create a combined entity enhancing their global investment capabilities.
Account Manager in London employer: CREDO
Contact Detail:
CREDO Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Manager in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management space and let them know you're on the lookout for an Account Manager role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for those video interviews! Since shortlisted candidates may need to answer questions via video, practice your responses to common interview questions. Keep it professional but let your personality shine through – we want to see the real you!
✨Tip Number 3
Show off your skills! When you get the chance to discuss your experience, highlight your attention to detail and time management skills. Use specific examples from your previous roles to demonstrate how you've successfully managed client portfolios or handled compliance reporting.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're serious about joining the team at Credo and Anchor – and we love that enthusiasm!
We think you need these skills to ace Account Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Account Manager role. Highlight your experience in wealth management and any relevant skills that match the job description. We want to see how you can bring value to our team!
Show Off Your Skills: Don’t just list your skills; demonstrate them! Use specific examples from your past roles to show how you've excelled in areas like communication, time management, and attention to detail. This helps us picture you in action!
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured responses that get straight to the heart of what you want to say. Remember, less is often more!
Apply Early!: We encourage you to apply through our website as soon as possible. The sooner you submit your application, the better your chances of standing out before the position gets filled. Don’t wait around!
How to prepare for a job interview at CREDO
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management, especially the specifics like Anti-Money-Laundering and KYC requirements. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Experience
Prepare to talk about your previous roles in detail, especially any experience as a private client administrator or junior paraplanner. Use specific examples to highlight how your skills align with the responsibilities of the Account Manager position.
✨Demonstrate Team Spirit
Since the role requires both independent work and teamwork, be ready to share examples of how you've successfully collaborated with others in past positions. This will help illustrate your ability to fit into their team dynamic.
✨Ask Smart Questions
Prepare thoughtful questions about the company and the role. Inquire about their approach to client relationships or how they handle compliance reporting. This shows your genuine interest and helps you assess if the company is the right fit for you.