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- Tasks: Support clients through onboarding, manage account setups and withdrawals.
- Company: Global Wealth & Asset Management firm in Greater London.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Join a dynamic team and enhance client experiences in investment management.
- Qualifications: One year of experience in investment or wealth management support.
- Other info: Opportunity for career growth and progression towards relevant exams.
The predicted salary is between 36000 - 60000 £ per year.
A Global Wealth & Asset Management firm in Greater London is seeking Investment Management Administrators to enhance client onboarding and provide exceptional service. The role involves supporting clients through the onboarding process, assisting with document completion, and managing requests including account setups and withdrawals.
Candidates should have at least one year of experience in a similar support role within investment management or wealth management. Progress towards relevant exams is advantageous.
Investment Management Onboarding Specialist employer: Jenson Fisher
Contact Detail:
Jenson Fisher Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Management Onboarding Specialist
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management field. A friendly chat can lead to insider info about job openings or even a referral, which can give you a leg up in the application process.
✨Tip Number 2
Prepare for interviews by practising common questions related to client onboarding and document management. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your experience! When you get the chance to speak with potential employers, highlight your previous roles in investment or wealth management. Use specific examples to demonstrate how you've successfully supported clients through onboarding processes.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we often have exclusive opportunities listed there that you won’t find anywhere else.
We think you need these skills to ace Investment Management Onboarding Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in investment management or wealth management. We want to see how your skills align with the role, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about client onboarding and how your previous roles have prepared you for this position. We love a personal touch!
Showcase Your Communication Skills: As an Investment Management Onboarding Specialist, communication is key. In your application, highlight any experiences where you’ve successfully managed client requests or assisted with document completion. We want to see your people skills!
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 the role. Plus, it’s super easy!
How to prepare for a job interview at Jenson Fisher
✨Know Your Onboarding Process
Familiarise yourself with the client onboarding process in investment management. Be ready to discuss how you’ve supported clients in previous roles, and think about specific examples where you’ve helped streamline document completion or manage requests effectively.
✨Showcase Your Experience
Highlight your relevant experience in investment or wealth management. Prepare to talk about your previous roles, focusing on how your skills align with the responsibilities of the Investment Management Onboarding Specialist position. Use metrics or outcomes to demonstrate your impact.
✨Prepare for Technical Questions
Expect questions that test your knowledge of investment management principles and client service best practices. Brush up on key concepts and be ready to explain how you would handle common scenarios, such as account setups or withdrawals, to show your expertise.
✨Demonstrate Your Commitment to Learning
Since progress towards relevant exams is advantageous, be prepared to discuss your learning journey. Share any courses or certifications you’re pursuing, and express your enthusiasm for continuous professional development in the investment management field.
