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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 growth trajectory.
- Benefits: Competitive salary, career development opportunities, 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 a support role within investment or wealth management.
- Other info: Opportunity to progress towards professional exams and enhance your career.
The predicted salary is between 36000 - 60000 £ per year.
My client is 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 in London 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 in London
✨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 the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their client base and the services they offer. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family. Focus on common questions related to client onboarding and compliance, as these are key areas for the Investment Management Administrator role.
✨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 in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Management Administrator role. Highlight relevant experience, especially in client onboarding and support roles. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about investment management and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, as it reflects the quality we strive for at StudySmarter.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
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 went above and beyond for a client. 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 maybe even prepare a mini presentation to demonstrate your skills if asked.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s growth plans, their approach to client onboarding, or how they maintain compliance. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
