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For Companies At a Glance
- Tasks: Support Investment Managers with client relationships and administrative tasks.
- Company: Join a renowned Wealth Management firm focused on High-Net-Worth Clients.
- Benefits: Gain valuable experience in a dynamic environment with potential for growth.
- Why this job: Perfect for those passionate about finance and client service in a supportive team.
- Qualifications: Ideal for recent Financial graduates or those with 1-2 years in Client Support.
- Other info: Proficiency in Word, Excel, and PowerPoint is essential.
The predicted salary is between 30000 - 42000 £ per year.
The Client
An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients.
The Role
This is a fantastic opportunity to join a busy Wealth Management firm in their Worcester office, supporting the Investment Managers to help develop good client relationships and service. The successful candidate will confidently support the Investment Management team with any daily client administrative and portfolio administration tasks associated with the ongoing monitoring of client portfolios in line with company procedures and models.
The Wealth Management Assistant will assist in developing and maintaining client relationships by providing first class investment administrative support to various teams, writing up file notes, drafting letters, arranging client investment meetings. The Wealth Management Assistant will handle account opening and closing, transfer of stock into accounts and payments, updating Avaloq with static data as well as producing Excel reports via data held on Avaloq.
The Wealth Management Assistant will be required to support the desk, placing trades in Avaloq based on received instructions from other staff on the Desk, and ensuring they are executed and booked accurately. The Wealth Management Assistant is to support the Investment Managers with preparation and administration for client pitches and meetings as well as supporting the teams when needed with any ongoing projects.
The Candidate
- A strong interest to work within Wealth Management within a Client Facing Support role.
- A recent Financial graduate with an interest in Wealth Management OR someone who already has 1-2 years Financial Services Client Support experience.
- Proficient in Word, Excel and PowerPoint.
- Excellent customer service skills.
- Good organisational skills.
- High level of accuracy/attention to detail – quality output.
- Excellent interpersonal, team working and influencing skills.
Wealth Management Assistant , Investment Management , Worcester employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Assistant , Investment Management , Worcester
✨Tip Number 1
Familiarise yourself with the Wealth Management industry and current market trends. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the Wealth Management sector. Attend industry events or connect with people on LinkedIn to gain insights and potentially get referrals for the position.
✨Tip Number 3
Brush up on your Excel skills, especially in creating reports and managing data. Being proficient in Excel is crucial for the role, and showcasing this skill can set you apart from other candidates.
✨Tip Number 4
Prepare for potential interview questions by practising scenarios related to client relationship management and administrative tasks. This will help you articulate your experience and how it aligns with the job requirements.
We think you need these skills to ace Wealth Management Assistant , Investment Management , Worcester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Wealth Management or Financial Services. Emphasise any client-facing roles and administrative tasks you've handled, showcasing your attention to detail and organisational skills.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the Wealth Management sector. Mention specific skills that align with the job description, such as proficiency in Excel and customer service abilities, and explain how you can contribute to the team.
Showcase Relevant Skills: In your application, highlight your proficiency in tools like Avaloq, Word, and PowerPoint. Provide examples of how you've used these tools in previous roles to support client relationships or manage portfolios effectively.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Wealth Management Assistant role.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Show Your Passion for Wealth Management
Make sure to express your genuine interest in wealth management during the interview. Share any relevant experiences or coursework that sparked your enthusiasm for the field, as this will demonstrate your commitment to the role.
✨Highlight Your Administrative Skills
Since the role involves a lot of administrative tasks, be prepared to discuss your organisational skills and attention to detail. Provide examples of how you've successfully managed similar tasks in the past, especially in a client-facing environment.
✨Familiarise Yourself with Avaloq
If you have experience with Avaloq or similar financial software, mention it during the interview. If not, take some time to research its functionalities and how it supports investment management, as this knowledge can set you apart from other candidates.
✨Prepare for Client Interaction Scenarios
Anticipate questions about how you would handle client interactions. Think of scenarios where you provided excellent customer service or resolved issues effectively, as this will showcase your interpersonal skills and ability to build client relationships.
