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- Tasks: Support a Wealth Manager in managing private client portfolios and maintain client records.
- Company: Join a highly regarded boutique Investment Management Company with a strong reputation.
- Benefits: Enjoy a 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' experience in Wealth Management; Investment Advice Diploma preferred.
- Other info: Ideal for assertive team players with excellent communication skills.
The predicted salary is between 32000 - 48000 £ 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. Responsibilities include:
- Collating all necessary documentation for client meetings and maintaining client records.
- Liaising with platforms and service providers and preparing recommendation letters based on information provided by the Senior Wealth Manager.
- Providing a comprehensive financial planning administration service to support the Wealth Manager throughout the client onboarding process and maintaining ongoing client relationships.
- Preparing rebalance sheets for client portfolios and placing trades for the Wealth Manager.
- Interacting with clients to obtain information to create cashflow plans in preparation for meetings and chasing for documentation.
- Producing high-quality and professional client-friendly reports.
The Candidate: Minimum 2 years’ 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 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
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with individuals who can provide insights and potentially refer you to opportunities at firms like ours.
✨Tip Number 2
Familiarise yourself with the latest trends and tools in wealth management. Being knowledgeable about current market conditions and financial planning software will demonstrate your commitment and expertise during interviews.
✨Tip Number 3
Prepare to discuss your previous experience in detail, especially how it relates to client management and portfolio support. Be ready to share specific examples of how you've added value in past roles.
✨Tip Number 4
Showcase your communication skills by preparing thoughtful questions for your interviewers. This not only demonstrates your interest in the role but also your ability to engage effectively with clients and colleagues.
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 any roles where you've supported client portfolios or worked closely with financial advisors.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific skills that align with the job description, such as your ability to maintain client records and prepare professional reports.
Showcase Communication Skills: Since exceptional written and verbal communication skills are crucial for this role, consider including examples of how you've effectively communicated with clients or team members in previous positions.
Highlight Relevant Qualifications: If you have an Investment Advice Diploma or are working towards it, make sure to mention this prominently. Also, include any other relevant qualifications or training that demonstrate your commitment to the field.
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 for Client Interaction Scenarios
Think about potential scenarios where you would need to interact with clients. Prepare to discuss how you would handle client queries or concerns, as well as how you would maintain professionalism and courtesy in all communications.
✨Research the Company
Familiarise yourself with the boutique investment management company’s values, services, and recent news. This will not only help you tailor your answers but also demonstrate your genuine interest in the role and the company.
