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- Tasks: Support Relationship Managers in delivering top-notch client service and managing transactions.
- Company: Join a leading wealth management firm known for its high-quality service and success.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and development.
- Why this job: Be part of a driven team, gain valuable experience, and make a real impact on clients' financial journeys.
- Qualifications: 2-3 years in private banking or investment management; proactive attitude and strong Microsoft Office skills required.
- Other info: Ideal for ambitious individuals looking to kickstart their career in wealth management.
The predicted salary is between 28800 - 43200 £ per year.
The Company: Our Client is a high quality and successful wealth management company. The Client Advisor Assistant will provide support to a team of high performing Relationship Managers to ensure that the client receives first class service. The Client Advisor Assistant will be working with Relationship Managers and efficiently executing client facing tasks, processing transactions and responding to client queries.
Duties will include:
- Account onboarding
- Processing of trades and payments
- Cash deposit and loan management
- Security transfers
- Valuation reporting
The Client Advisor Assistant will provide Wealth Management support, completing organisational and private client related tasks accurately, efficiently and in a timely manner, assisting with and responding to client enquiries and providing support at client meetings where appropriate. The Client Advisor Assistant must have some administrative or operational support experience within wealth management or Private Banking.
The Candidate:
- 2 - 3 years front office Private Banking, Private Client Administration or Investment Management support experience in a private banking / private client wealth management environment
- Ambitious and driven
- IAD - part way through or already achieved
- Ideally ability to trade on portfolios - execution only
- Client Account Opening, transfers, payments experience
The individual must be pro-active, have common sense, and be motivated. Good working knowledge of the Microsoft Office suite of products. Deals with all matters promptly, professionally and accurately without being reminded.
Assistant Advisor - JJ Search employer: JJ Search
Contact Detail:
JJ Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Advisor - JJ Search
✨Tip Number 1
Familiarise yourself with the wealth management industry. Understanding the key concepts, terminology, and current trends will help you engage in meaningful conversations during interviews and 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, which can significantly boost your chances of landing the job.
✨Tip Number 3
Prepare for common interview questions specific to the role of a Client Advisor Assistant. Think about scenarios where you've demonstrated your organisational skills, attention to detail, and ability to handle client queries effectively.
✨Tip Number 4
Showcase your proficiency in Microsoft Office during the interview. Be ready to discuss how you've used these tools in previous roles to enhance efficiency and support client-facing tasks, as this is crucial for the position.
We think you need these skills to ace Assistant Advisor - JJ Search
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management or private banking. Emphasise any administrative or operational support roles you've held, particularly those that involved client-facing tasks.
Craft a Strong Cover Letter: In your cover letter, express your ambition and drive. Mention specific examples of how you've successfully supported teams in previous roles, and demonstrate your understanding of the wealth management industry.
Highlight Relevant Skills: Clearly outline your skills in Microsoft Office and any experience with account opening, transfers, and payments. Mention your proactive approach and ability to handle tasks promptly and accurately.
Showcase Your Qualifications: If you have achieved or are partway through your IAD qualification, make sure to mention this prominently. It shows your commitment to the industry and enhances your application.
How to prepare for a job interview at JJ Search
✨Show Your Wealth Management Knowledge
Make sure to brush up on your knowledge of wealth management and private banking. Be prepared to discuss relevant experiences and how they relate to the tasks you'll be handling as an Assistant Advisor.
✨Demonstrate Proactivity
During the interview, highlight instances where you've taken initiative in previous roles. This will show that you can handle responsibilities without needing constant reminders, which is crucial for this position.
✨Familiarise Yourself with Microsoft Office
Since a good working knowledge of Microsoft Office is essential, be ready to discuss your proficiency with these tools. You might even want to mention specific projects where you've used them effectively.
✨Prepare for Client Interaction Scenarios
Think about potential client queries or scenarios you might face in this role. Practising your responses will help you convey confidence and readiness to provide first-class service.
