Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Coordinate operational initiatives and manage project timelines for our UK Multi-Family Office.
- Company: Heritage Holdings is a tech-driven Multi-Family Office offering innovative wealth management solutions.
- Benefits: Enjoy opportunities for professional growth, a dynamic team environment, and collaboration with industry leaders.
- Why this job: Join us to reshape the wealth management industry while enhancing your skills in a supportive culture.
- Qualifications: Bachelor’s degree and 2-4 years in wealth management or project management required.
- Other info: Diverse team with over 15 nationalities; all communication in English.
The predicted salary is between 28800 - 48000 £ per year.
Join to apply for the Wealth Management Associate role at Heritage Holdings
Continue with Google Continue with Google
Join to apply for the Wealth Management Associate role at Heritage Holdings
Get AI-powered advice on this job and more exclusive features.
Sign in to access AI-powered advices
Continue with Google Continue with Google
Continue with Google Continue with Google
Continue with Google Continue with Google
Continue with Google Continue with Google
Continue with Google Continue with Google
Continue with Google Continue with Google
About Heritage: We are a pioneering tech-driven Multi-Family Office delivering sophisticated and holistic wealth management solutions. We leverage cutting-edge technology and innovative strategies to manage and preserve wealth for our discerning clients across generations.
Role Overview: We are seeking an organized, proactive, and detail-oriented Wealth Management Associate to drive operational excellence and project efficiency for our UK Multi-Family Office. You will act as the central point of accountability, ensuring seamless collaboration among internal teams and external partners.
Key Responsibilities
- Act as the primary coordinator and accountability lead for all operational initiatives relating to the UK MFO business.
- Manage project timelines, track deliverables, and ensure projects progress efficiently and on schedule.
- Coordinate closely with internal functions, including Legal, Finance, and Technology teams.
- Facilitate communication and manage relationships with external stakeholders, such as custodian banks and service providers.
- Continuously identify opportunities to enhance operational processes and implement improvements.
Qualifications & Skills
- Bachelor’s degree in business, finance, or a related field.
- 2 – 4 years of experience in wealth management, project management, operations coordination, or similar roles within banking, consulting, or fintech.
- Strong organizational and project management skills.
- Exceptional communication and interpersonal skills.
- Proficiency with project management software and tools.
- Ability to manage multiple stakeholders and projects simultaneously.
Why Join Us
- Work closely with industry leaders and innovators.
- Be part of a growing, dynamic team reshaping the wealth management industry.
- Opportunity for continuous professional growth and development.
Process
- Initial screening chat with HR
- Logic and personality assessment
- Team Interview
- Case study
At Heritage, we are proud to have a diverse team representing over 15 nationalities, with all communication conducted in English. We are deeply committed to providing equal opportunities and work actively to remove potential biases in our hiring process by involving a Hiring Committee in all decision-making.
By applying to this job offer, you confirm that you have read and understood Heritage\’s privacy policy:
Seniority level
-
Seniority level
Entry level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance and Sales
Referrals increase your chances of interviewing at Heritage Holdings by 2x
Get notified about new Wealth Management Associate jobs in London, England, United Kingdom .
London, England, United Kingdom 2 weeks ago
Asset & Wealth Management, AM Private, Structured Investing, Associate, London
London, England, United Kingdom 2 weeks ago
Investment Associate, Venture Capital, London
London, England, United Kingdom 4 days ago
Analyst/Associate, Venture Capital Fund, London, UK
Greater London, England, United Kingdom 1 week ago
London, England, United Kingdom 1 week ago
London, England, United Kingdom 3 days ago
London, England, United Kingdom 1 month ago
Investment Associate, Mid-Market Private Equity, London
Investment Associate – Venture Capital & Public Equity
London, England, United Kingdom 2 weeks ago
Associate/Senior Associate, Investment (Public Markets) (London Based)
London, England, United Kingdom 2 weeks ago
Investment Associate, Growth Equity, London
Investment Associate, Private Equity (Technology), London
Greater London, England, United Kingdom 2 weeks ago
Asset & Wealth Management – Associate Quantitative Strategist in Wealth Management Strats
London, England, United Kingdom 1 week ago
Asset & Wealth Management, AM Private Global Risk, Associate, London
London, England, United Kingdom 2 weeks ago
London, England, United Kingdom 2 weeks ago
Investment Banking Associate – UK/EMEA FIG – London
London, England, United Kingdom 1 week ago
Goldman Sachs Asset & Wealth Management – Multi-Asset Solutions Sustainability Associate – London
London, England, United Kingdom 1 week ago
Asset & Wealth Management – Product Research & Strategy – Associate – London
London, England, United Kingdom 6 days ago
Investment Management – High Yield Research Associate – Analyst
London, England, United Kingdom 1 week ago
Analyst/Associate – Private Equity Secondaries
London, England, United Kingdom 2 weeks ago
Equity Analyst – Multi-Asset Family Office
Greater London, England, United Kingdom 2 weeks ago
London, England, United Kingdom 4 months ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Wealth Management Associate employer: Heritage Holdings
Contact Detail:
Heritage Holdings Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Associate
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events, webinars, or local meetups to connect with people who work at Heritage Holdings or similar firms. Building these relationships can give you insights into the company culture and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends in wealth management technology. Since Heritage is a tech-driven Multi-Family Office, showcasing your knowledge of innovative tools and strategies during interviews can set you apart from other candidates.
✨Tip Number 3
Prepare for the case study portion of the interview by practising project management scenarios. Think about how you would handle multiple stakeholders and ensure project timelines are met, as this is a key responsibility of the Wealth Management Associate role.
✨Tip Number 4
Demonstrate your communication skills by engaging actively during the interview process. Be clear and concise in your responses, and don’t hesitate to ask insightful questions about the team dynamics and operational processes at Heritage Holdings.
We think you need these skills to ace Wealth Management Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management, project management, and operations coordination. Use specific examples that demonstrate your organisational skills and ability to manage multiple stakeholders.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your understanding of the role at Heritage Holdings. Mention how your skills align with their needs and express your enthusiasm for contributing to their innovative team.
Highlight Relevant Skills: In your application, emphasise your proficiency with project management software and tools. Detail any experience you have in coordinating with internal teams and external partners, as this is crucial for the Wealth Management Associate role.
Prepare for the Interview Process: Familiarise yourself with common interview questions related to wealth management and project coordination. Be ready to discuss your previous experiences and how they relate to the responsibilities outlined in the job description.
How to prepare for a job interview at Heritage Holdings
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Wealth Management Associate. Familiarise yourself with project management, operational excellence, and how to coordinate between various teams. This will help you answer questions confidently and demonstrate your suitability for the role.
✨Showcase Your Communication Skills
As this role involves liaising with internal teams and external stakeholders, be prepared to discuss your communication style. Share examples of how you've successfully managed relationships in previous roles, highlighting your interpersonal skills and ability to facilitate collaboration.
✨Prepare for Case Studies
Since the interview process includes a case study, practice analysing scenarios related to wealth management or project coordination. Think about how you would approach problem-solving and decision-making in real-world situations, as this will showcase your analytical skills.
✨Demonstrate Proactivity
Heritage Holdings values proactive individuals who can identify opportunities for improvement. Be ready to discuss instances where you've taken the initiative to enhance processes or drive efficiency in your previous roles, showing that you can bring this mindset to their team.
