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For Companies At a Glance
- Tasks: Attend client meetings, manage inquiries, and perform investment analysis using Salesforce.
- Company: Leading UK Wealth Management firm with a supportive team culture.
- Benefits: Path to Chartered Financial Planner status, hybrid work, and professional growth.
- Why this job: Join a dynamic team and fast-track your career in Wealth Management.
- Qualifications: 2 years of Wealth Management experience and 2 relevant exams passed.
- Other info: Opportunity for rapid career advancement in a thriving industry.
The predicted salary is between 36000 - 60000 £ per year.
A leading UK Wealth Management firm is looking for an Associate Wealth Manager in London (Hybrid). The ideal candidate will have at least 2 years of experience in Wealth Management and have passed 2 relevant exams.
Responsibilities include:
- Attending client meetings
- Managing inquiries
- Performing investment analysis
- Using Salesforce for workflow
Join a supportive team dedicated to your growth in achieving Chartered Financial Planner status within 18 months.
Hybrid Associate Wealth Manager - Path to Chartered Planner in London employer: Jobster
Contact Detail:
Jobster Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Associate Wealth Manager - Path to Chartered Planner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and be ready to discuss how your experience aligns with their goals. Practising common interview questions can also give you a confidence boost.
✨Tip Number 3
Showcase your skills! If you've got experience with Salesforce or investment analysis, make sure to highlight that in conversations. Real-life examples of how you've used these skills can really impress potential employers.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of resources to help you land that Associate Wealth Manager role. Plus, it’s a great way to show your enthusiasm for joining our supportive team.
We think you need these skills to ace Hybrid Associate Wealth Manager - Path to Chartered Planner in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Wealth Management and any relevant exams you've passed. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about becoming a Chartered Financial Planner and how you can contribute to our supportive team. Keep it engaging and personal!
Showcase Your Client Interaction Skills: Since attending client meetings is part of the job, make sure to mention any experience you have in managing client inquiries or building relationships. We love candidates who can connect with clients effectively!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Jobster
✨Know Your Wealth Management Stuff
Make sure you brush up on your knowledge of wealth management principles and current market trends. Be ready to discuss your experience and how it relates to the role, especially any relevant exams you've passed. This shows you're not just qualified but genuinely interested in the field.
✨Showcase Your Client Interaction Skills
Since the role involves attending client meetings, be prepared to share examples of how you've successfully managed client relationships in the past. Think about specific situations where you resolved inquiries or provided valuable insights, as this will demonstrate your ability to connect with clients.
✨Get Comfortable with Salesforce
Familiarise yourself with Salesforce if you haven't already. Knowing how to navigate the platform can give you an edge, as it’s a key part of the workflow. You might even want to mention any previous experience you have with CRM systems to highlight your tech-savviness.
✨Express Your Growth Mindset
The firm is looking for someone who is eager to grow into a Chartered Financial Planner. Be sure to articulate your career goals and how this position aligns with them. Showing that you're committed to professional development will resonate well with the interviewers.
