Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support advisors and manage client relationships in a dynamic wealth management environment.
- Company: Reputable wealth management firm based in Egham with a focus on client satisfaction.
- Benefits: Enjoy 26 days of annual leave, private healthcare, and a contributory pension scheme.
- Why this job: Join a team where your communication skills can shine and make a real difference.
- Qualifications: Experience in Wealth Management and strong client management skills are essential.
- Other info: Great opportunity for career growth in a supportive and collaborative setting.
The predicted salary is between 30000 - 42000 £ per year.
A Wealth Management firm based in Egham is seeking a Client Liaison Administrator to provide comprehensive support to advisors and manage client relationships. The role requires effective communication with various departments, alongside exceptional client management skills.
Benefits include:
- 26 days of annual leave
- Private healthcare
- A contributory pension scheme
Ideal candidates will have a background in Wealth Management and skills in handling client queries and paperwork.
Wealth Management Client Liaison Administrator in Egham employer: Kingswood Group
Contact Detail:
Kingswood Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Client Liaison Administrator in Egham
✨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. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly, especially their approach to client relationships. We want you to be able to showcase how your skills align with their values and needs during the conversation.
✨Tip Number 3
Practice your communication skills! As a Client Liaison Administrator, you'll need to convey information clearly and effectively. Try role-playing common client scenarios with a friend to build your confidence.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Wealth Management Client Liaison Administrator in Egham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Wealth Management and client management. We want to see how your skills match the role, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Client Liaison Administrator role. We love seeing your personality come through, so keep it engaging and professional.
Showcase Your Communication Skills: Since effective communication is key in this role, make sure your application reflects your ability to convey information clearly. We appreciate concise and well-structured writing, so keep that in mind when drafting your documents.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Kingswood Group
✨Know Your Wealth Management Stuff
Make sure you brush up on your knowledge of wealth management principles and practices. Familiarise yourself with common client queries and the paperwork involved, as this will show that you're not just interested in the role but also understand the industry.
✨Practice Your Communication Skills
Since the role involves effective communication with various departments and clients, practice articulating your thoughts clearly. You might want to do mock interviews with a friend or family member to get comfortable discussing complex topics in a straightforward way.
✨Showcase Your Client Management Experience
Prepare specific examples from your past experiences where you've successfully managed client relationships or resolved issues. This will help demonstrate your ability to handle client queries effectively, which is crucial for this position.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the firm and the role. Inquire about their approach to client management or how they support their advisors. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
