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- Tasks: Support clients through onboarding and provide excellent service in investment management.
- Company: Global Wealth & Asset Management firm with a strong reputation.
- Benefits: Competitive salary, career growth, and a dynamic work environment.
- Why this job: Join a growing team and make a real difference for high-net-worth clients.
- Qualifications: 1 year of experience in investment or wealth management support roles.
- Other info: Opportunity to progress with professional exams and develop your career.
The predicted salary is between 36000 - 60000 £ per year.
My client are a Global Wealth & Asset Management business with over £20bn AUM and around 300 employees that specialise in providing solutions to HNW & UHNW individuals, families, institutions and charities. They are now looking for a number of Investment Management Administrators to join their team as their period of growth continues. You will be expected to provide excellent client service to a dedicated selection of private clients and assist with onboarding for new clients too.
Responsibilities:
- Client Onboarding
- Supporting clients and intermediaries throughout the onboarding lifecycle, including but not limited to:
- Assisting clients with documentation completion
- Advising clients on Source of Wealth and KYC requirements
- Monitoring progress of account opening and providing regular updates to both clients and client owners
- Communicating with external service providers including but not limited to; third party custodians, pension providers and incumbent custodians
- Assisting in the co-ordination of new assets being transferred into client accounts
- Co-ordination of credit documentation and requirements for mortgage and lending when required
- Completion of simple tax forms when required
- Ensuring that client account opening packs are compliant and up to date when required
- Processing client requests, including but not limited to:
- Withdrawals
- New account set ups
- ISA subscriptions
- Transfers of assets
- Account closures
Experience:
- Minimum of 1 year working within a similar support style role within Investment Management or Wealth Management
- Some progress towards exams will be advantageous
Investment Management Administrator employer: Jenson Fisher Consulting Ltd
Contact Detail:
Jenson Fisher Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Management Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management field. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that perfect role!
✨Tip Number 2
Prepare for interviews by practising common questions related to client onboarding and KYC requirements. We recommend doing mock interviews with friends or using online resources to get comfortable with your responses.
✨Tip Number 3
Showcase your skills! Create a portfolio or a presentation that highlights your experience in client service and onboarding processes. This can really set you apart during interviews and give potential employers a taste of what you can bring to their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Investment Management Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Management Administrator role. Highlight any relevant experience you have in client onboarding and support, as well as your familiarity with KYC requirements. We want to see how your skills match what we're looking for!
Showcase Your Client Service Skills: Since this role is all about providing excellent client service, don’t forget to showcase your communication skills and any experience you have in managing client relationships. We love candidates who can demonstrate their ability to keep clients informed and happy!
Be Clear and Concise: When writing your application, keep it clear and concise. Use bullet points where possible to make it easy for us to read through your experience and skills. We appreciate a straightforward approach that gets to the point!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to upload your tailored CV and cover letter directly. Let’s get your application in front of us!
How to prepare for a job interview at Jenson Fisher Consulting Ltd
✨Know Your Stuff
Make sure you understand the basics of investment management and wealth management. Brush up on key terms like KYC, Source of Wealth, and client onboarding processes. This will show that you're not just interested in the role but also knowledgeable about the industry.
✨Showcase Your Client Service Skills
Since this role involves providing excellent client service, be ready to share examples from your past experiences where you’ve gone above and beyond for clients. Think about specific situations where you resolved issues or improved client satisfaction.
✨Be Prepared for Technical Questions
Expect questions related to Excel and PowerPoint, as you'll need to produce reports and presentations. Familiarise yourself with common functions and features in these tools, and be ready to discuss how you've used them in previous roles.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask at the end of your interview. This could be about the team dynamics, the company’s growth plans, or how they measure success in this role. It shows your genuine interest and helps you assess if the company is the right fit for you.
