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For Companies At a Glance
- Tasks: Manage client communications and support high-net-worth clients in a dynamic environment.
- Company: Reputable financial services company based in London.
- Benefits: Hybrid work model, competitive salary, and professional development opportunities.
- Why this job: Join a high-performing team and make a real impact in wealth management.
- Qualifications: 3 years’ experience in a financial assistant role and strong organisational skills.
- Other info: Exciting opportunity for career growth in a fast-paced industry.
The predicted salary is between 36000 - 60000 £ per year.
A financial services company is seeking a Wealth Management Assistant in London for a 12-month fixed-term contract. This hybrid role involves managing client communications, maintaining accurate records using Salesforce, and providing exceptional support to high-net-worth clients.
The ideal candidate will have:
- A minimum of 3 years’ experience in a financial assistant role
- Strong organizational skills
- Excellent attention to detail
- A professional demeanor
Join this high-performing team and enjoy a dynamic work environment.
Wealth Management Assistant (Hybrid) — London employer: Indesure Recruitment
Contact Detail:
Indesure Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Assistant (Hybrid) — London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Wealth Management Assistant role. 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 those interviews! Research common questions for financial assistant roles and practice your answers. We recommend using the STAR method (Situation, Task, Action, Result) to structure your responses and showcase your experience effectively.
✨Tip Number 3
Show off your Salesforce skills! Since this role involves maintaining records using Salesforce, make sure you highlight any relevant experience you have with the platform. If you’re not familiar, consider taking a quick online course to brush up on your skills.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to submit your details. Plus, it shows you’re serious about joining our high-performing team in London. Don’t miss out!
We think you need these skills to ace Wealth Management Assistant (Hybrid) — London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, especially any roles where you've supported high-net-worth clients. We want to see how your skills align with what we're looking for!
Showcase Your Organisational Skills: In your application, give examples of how you've managed client communications or maintained records in previous roles. We love seeing those strong organisational skills in action!
Attention to Detail is Key: When filling out your application, double-check for any typos or errors. We value attention to detail, and this is your chance to show us you’ve got it right from the start.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at Indesure Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around wealth management. Understand the basics of client communications and how to maintain records in Salesforce. This will show that you're not just familiar with the role but genuinely interested in the field.
✨Showcase Your Organisational Skills
Prepare examples from your past experience where your organisational skills made a difference. Whether it was managing multiple client accounts or keeping detailed records, be ready to discuss how you kept everything running smoothly.
✨Attention to Detail is Key
In wealth management, details matter. Bring up specific instances where your attention to detail helped avoid mistakes or improved client satisfaction. This will demonstrate that you understand the importance of precision in this role.
✨Professional Demeanour Matters
Since you'll be dealing with high-net-worth clients, it's crucial to present yourself professionally. Practice your body language, tone, and overall presentation. A confident yet approachable attitude can make a lasting impression.
