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- Tasks: Support an Investment Management team with client relationships and investment trades.
- Company: Join a reputable Wealth Management firm focused on High Net Worth clients.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and development.
- Why this job: Be part of a successful team making a real impact in clients' financial journeys.
- Qualifications: 3 years' experience in wealth management and Level 4/RDR UK investment competency required.
- Other info: Ideal for self-motivated individuals who thrive in a team-oriented setting.
The predicted salary is between 36000 - 60000 £ per year.
The Company: An established Wealth Management firm specialising in High Net Worth clients and Investment Management.
The Role: This is a fantastic opportunity for an Investment Desk Administrator to assist a successful Investment Management team with the management of the teams’ clients for a highly credible Wealth Management business. You will support the continued growth of this successful team by helping to service relationships with their HNW clients who have investment portfolios. The Investment Desk Administrator will initiate, monitor and ensure full completion/settlement of investment trades, assisting with portfolios. The Investment Desk Administrator will help the Investment Management team with the annual review of the private client’s investment objectives and restrictions and will attend private client team meetings when required and support new business development efforts. The Investment Desk Administrator will prepare documents for private client meetings and investment reviews and will be responsible for the production of bespoke monthly and quarterly private client investment reports for the Wealth Management company. Private client communication and dispatch of periodic reports (quarterly valuations, tax packs). The Investment Desk Administrator will facilitate client onboarding, account set up and life cycle events and will ensure that necessary client documentation is held on file and up-to-date.
The Candidate: At least 3 years’ experience in a similar private client support, wealth management, investment support role. Level 4/RDR UK investment competency required - IAD (Investment Advice Diploma). Analytical with strong numeracy skills. Excellent communication skills, written and verbal as well as strong organisational skills. Ability to use initiative and work independently. Team oriented with a flexible approach. Self-motivated to achieve goals to improve own and company performance.
Investment Desk Administrator , Wealth Management , IAD (Greater London) employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Desk Administrator , Wealth Management , IAD (Greater London)
✨Tip Number 1
Familiarise yourself with the latest trends in wealth management and investment strategies. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the role and the industry.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who work in investment administration. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 3
Prepare to discuss specific examples from your previous roles that showcase your analytical skills and ability to manage client relationships. Highlight any experience you have with investment portfolios and client communication.
✨Tip Number 4
Research StudySmarter and our values, as well as the specific team you would be joining. Tailoring your conversation to align with our mission can set you apart and show that you're a great fit for our company.
We think you need these skills to ace Investment Desk Administrator , Wealth Management , IAD (Greater London)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management and investment support. Emphasise your analytical skills, communication abilities, and any specific qualifications like the Level 4/RDR UK investment competency.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with high net worth clients and how you can contribute to the team's success. Be sure to express your enthusiasm for the position.
Highlight Relevant Skills: In your application, focus on your organisational skills and ability to work independently. Provide examples of how you've used initiative in previous roles, especially in client communication and report preparation.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the investment management field.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Showcase Your Experience
Make sure to highlight your relevant experience in private client support and wealth management. Be prepared to discuss specific examples of how you've assisted clients and managed investment portfolios, as this will demonstrate your capability for the role.
✨Demonstrate Analytical Skills
Since the role requires strong analytical and numeracy skills, be ready to discuss how you've used these skills in previous positions. You might even want to prepare a few scenarios where your analytical abilities led to successful outcomes.
✨Prepare for Client Communication Scenarios
Given the importance of client communication in this role, think about potential questions or scenarios that may arise during the interview. Practising how you would handle client queries or present investment reports can give you an edge.
✨Emphasise Teamwork and Flexibility
The company values a team-oriented approach, so be sure to share examples of how you've successfully collaborated with others. Highlight your flexibility and willingness to adapt to changing circumstances, which is crucial in a dynamic environment like wealth management.
