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- Tasks: Support a Wealth Manager in managing private client portfolios and maintain client relationships.
- Company: Join a highly regarded boutique Investment Management Company with a strong reputation.
- Benefits: Competitive salary of £38-48K and potential for career growth.
- Why this job: Gain valuable experience in wealth management while delivering exceptional client service.
- Qualifications: Minimum 2 years in Wealth Management; Investment Advice Diploma preferred.
- Other info: Ideal for assertive team players with strong communication skills.
The predicted salary is between 32000 - 40000 £ per year.
Salary: 38-48K
The Client: A highly regarded boutique Investment Management Company.
The Role: This is a fantastic opportunity to support a Wealth Manager and Partner in the management of private client portfolios with longer term potential to have their own client base. The Wealth Management Executive will deliver an exceptional level of service to clients and will assist the Senior Wealth Manager by carrying out all communications in a professional and courteous manner. The Wealth Management Executive will collate all necessary documentation for client meetings and will maintain client records. The Wealth Management Executive will liaise with platforms and service providers and prepare recommendation letters based on information provided by the Senior Wealth Manager. The Wealth Management Executive will provide a comprehensive financial planning administration service to support the Wealth Manager throughout the client onboarding process and maintain ongoing client relationships. The Wealth Management Executive will prepare rebalance sheets for client portfolios and place trades for the Wealth Manager and will interact with clients to obtain information to create cashflow plans in preparation of meetings and chase for documentation. The Wealth Management Executive will produce high-quality and professional client-friendly reports.
The Candidate:
- 2 years’ minimum experience in Wealth Management
- Investment Advice Diploma qualified – OR working towards if not already completed.
- Strong presentation skills and the ability to research and package information for the team and clients.
- Assertive with great initiative and with excellent interpersonal skills.
- Exceptional written and verbal communication skills.
- Team player, highly organised and able to prioritise workload effectively.
Wealth Management Executive , Relationship Management , IAD employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Executive , Relationship Management , IAD
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in wealth management. This knowledge will not only help you during interviews but also demonstrate your commitment to the industry.
✨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 at StudySmarter.
✨Tip Number 3
Prepare to discuss specific examples of how you've provided exceptional client service in previous roles. Highlighting your interpersonal skills and ability to manage client relationships will set you apart.
✨Tip Number 4
Practice your presentation skills, as they are crucial for this role. Being able to clearly communicate complex financial information will be key in impressing both the interviewers and future clients.
We think you need these skills to ace Wealth Management Executive , Relationship Management , IAD
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management. Emphasise your skills in client relationship management, financial planning, and any specific qualifications like the Investment Advice Diploma.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your understanding of the role. Mention how your previous experience aligns with the responsibilities of the Wealth Management Executive position.
Highlight Communication Skills: Given the importance of communication in this role, provide examples of how you've successfully communicated with clients or team members in past positions. This could include preparing reports or liaising with service providers.
Showcase Initiative and Organisation: Demonstrate your ability to take initiative and stay organised. You might want to include examples of how you've managed multiple tasks effectively or improved processes in previous roles.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Showcase Your Experience
Make sure to highlight your minimum two years of experience in Wealth Management. Be prepared to discuss specific examples of how you've supported wealth managers in the past, and how that experience has equipped you for this role.
✨Demonstrate Communication Skills
Since exceptional written and verbal communication skills are crucial for this position, practice articulating your thoughts clearly. Consider preparing a brief presentation on a relevant topic to showcase your ability to convey complex information effectively.
✨Prepare Client-Focused Scenarios
Think of scenarios where you had to manage client relationships or resolve issues. Be ready to discuss how you maintained professionalism and courtesy while delivering exceptional service, as this will be key in your role.
✨Research the Company
Familiarise yourself with the boutique investment management company’s values, services, and recent news. This knowledge will not only help you answer questions but also demonstrate your genuine interest in the company and its clients.
