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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 - 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
Network with professionals in the wealth management sector. Attend industry events, webinars, or local meetups to connect with individuals who can provide insights into the role and potentially refer you to opportunities at companies 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 can set you apart during interviews and demonstrate your commitment to the field.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios in wealth management. Think about how you would handle client communications, documentation, and portfolio management to showcase your problem-solving skills.
✨Tip Number 4
Showcase your interpersonal skills by preparing examples of how you've successfully built relationships in previous roles. Highlighting your ability to communicate effectively and work as part of a team will resonate well with hiring managers.
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. Mention how your previous experience aligns with the responsibilities of the Wealth Management Executive role and express your enthusiasm for supporting clients.
Highlight Communication Skills: Given the importance of communication in this role, provide examples of how you've successfully interacted with clients or colleagues in previous positions. This could include managing client meetings or preparing reports.
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 past 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 for Client Scenarios
Think about potential client scenarios you might encounter in this role. Prepare to discuss how you would handle client communications, manage documentation, and maintain relationships, as these are key aspects of the job.
✨Research the Company
Familiarise yourself with the boutique investment management company’s values, services, and client base. This will not only help you tailor your answers but also demonstrate your genuine interest in the role and the company.
