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For Companies At a Glance
- Tasks: Support the investment management team with client onboarding, reporting, and diary management.
- Company: Join a respected Wealth Management company dedicated to private client investments.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth.
- Why this job: Be part of a collaborative team making a real impact in clients' financial journeys.
- Qualifications: 2-5 years in Wealth Management support; strong IT skills and attention to detail required.
- Other info: Ideal for those looking to advance their career in a reputable firm.
The predicted salary is between 48000 - 72000 £ per year.
The Company
Our client is a respected Wealth Management company that invests on behalf of private clients.
The Role
This is an excellent opportunity for a motivated Senior Client Services Executive to join an established Wealth Management team.
The Senior Client Services Executive will take responsibility for assisting the firm’s investment management team, in various aspects of the wealth management client service, including client on-boarding, production of investment reports, private client meeting preparations and managing client data.
The primary focus of the role is to support the investment management team, including diary management, client reporting and quarterly valuations.
Liaising directly with private clients and intermediaries to take instructions on portfolio changes – third party payments and movement of funds.
The Senior Client Services Executive will work with compliance ensuring that all actions by portfolio managers and administration are carried out within the guidelines and are compliant and all private client documentation is correctly prepared and filed.
The Senior Client Services Executive is to handle diary management, travel arrangements and deal with private client queries and telephone calls, taking full messages and preparing the necessary notes for the private client file / CRM record.
The Candidate
At least 2-5 years minimum Wealth Management support, or Private Client Administration or Investment Management / Private banking support experience.
Wealth Management administration background.
Strong IT skills with excellent attention to detail
IT literate, including proficient in Excel, Word and PowerPoint
Ability to work under pressure and to meet deadlines
Senior Client Services Executive , Wealth Management Support , Investment Management employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client Services Executive , Wealth Management Support , Investment Management
✨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 field.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 3
Brush up on your IT skills, especially in Excel, Word, and PowerPoint. Consider taking a short course or tutorial to enhance your proficiency, as these skills are crucial for the role.
✨Tip Number 4
Prepare for the interview by practising common questions related to client services and investment management. Think of specific examples from your past experience that showcase your ability to handle client queries and manage data effectively.
We think you need these skills to ace Senior Client Services Executive , Wealth Management Support , Investment Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Wealth Management support or Private Client Administration. Emphasise your skills in client on-boarding, diary management, and compliance to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and your understanding of the Wealth Management industry. Mention specific experiences that demonstrate your ability to manage client relationships and support investment management teams.
Highlight IT Proficiency: Since strong IT skills are essential for this role, ensure you mention your proficiency in Excel, Word, and PowerPoint. Provide examples of how you've used these tools effectively in previous roles.
Showcase Attention to Detail: In your application, include examples that illustrate your attention to detail, especially in managing client data and preparing documentation. This will help demonstrate your suitability for the role's compliance aspects.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Showcase Your Wealth Management Knowledge
Make sure to brush up on your understanding of wealth management principles and practices. Be prepared to discuss your previous experiences in client services and how they relate to the role, especially focusing on client onboarding and investment reporting.
✨Demonstrate Strong IT Skills
Since the role requires proficiency in Excel, Word, and PowerPoint, be ready to provide examples of how you've used these tools in past positions. You might even want to mention specific projects where your IT skills made a significant impact.
✨Prepare for Client Interaction Scenarios
Given that the position involves liaising with private clients and intermediaries, think about potential scenarios you might face. Prepare to discuss how you would handle client queries or manage diary arrangements effectively under pressure.
✨Highlight Your Attention to Detail
Attention to detail is crucial in this role, especially when dealing with compliance and documentation. Be ready to share examples from your past work where your meticulousness helped avoid errors or improved processes.
