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For Companies Salary: 35-43K (depending on qualifications)
The Client
Our client is a highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London.
The Role
This is an exciting opportunity for someone with 2-3 years of investment experience, looking to develop their career in Wealth Management, within a highly successful and expanding company.
The Assistant Wealth Manager will provide support and assistance to a Wealth Manager and their book of clients, ensuring that HNW Private Clients receive a first-class service.
The Assistant Wealth Manager will be prepared to study Investment Management exams towards becoming a Wealth Manager longer term.
The Assistant Wealth Manager will ensure all current/new client account data is complete, up-to-date, and accurate at all times, including the writing and renewal of Investment Policy Statements.
The Assistant Wealth Manager will be responsible for the production of investment reports and presentations for existing and prospective clients, attend client meetings, and participate by providing factual information and acting as the reference point for any administration queries.
The Assistant Wealth Manager will manage quarterly fees and performance reporting and proactively set review dates with clients and coordinate client visits.
The Assistant Wealth Manager will build a good working understanding of the Central Investment team proposition and take on basic execution-only trades.
The Assistant Wealth Manager will help to generate new ideas and initiatives to promote the firm to potential clients.
Minimum Requirements
- 2 years experience in an Investment Support / Junior Investment role within Wealth Management or Private Client Investment Management.
- Keen to work towards IAD if not already achieved.
- Keen to develop client-facing skills within Wealth Management.
- Takes initiative for own work within an understood framework of scope and authority.
- Deals with issues promptly, professionally, and effectively without reminders.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Finance, Analyst, and Administrative
Industries
Investment Management, Financial Services, and Investment Banking
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Contact Detail:
JJ SEARCH LIMITED Recruiting Team
