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- Tasks: Support Investment Managers by managing client inquiries and maintaining accurate documentation.
- Company: Reputable private banking firm in Bristol with a focus on client service.
- Benefits: Gain valuable experience in wealth management and professional development opportunities.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: Level 4 Investment Advice Diploma preferred; experience in wealth management is a plus.
- Other info: Dynamic work environment that values initiative and professionalism.
The predicted salary is between 30000 - 42000 £ per year.
A private banking firm in Bristol is seeking an Administrative Support professional to assist Investment Managers. Responsibilities include managing client inquiries, ensuring accurate documentation, and maintaining records.
Ideal candidates will have a Level 4 Investment Advice Diploma or be willing to achieve it, along with prior experience in a Front Office wealth management setting. The role requires initiative, professionalism, and proficiency in Microsoft Office.
Wealth Management Investment Support Assistant in Bristol employer: LGT – Private Banking und Asset Management
Contact Detail:
LGT – Private Banking und Asset Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Investment Support Assistant in Bristol
✨Tip Number 1
Network like a pro! Reach out to folks in the wealth management sector, especially those who work in private banking. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Show off your skills! When you get an interview, be ready to discuss how your experience aligns with the role. Use specific examples from your past that highlight your initiative and professionalism.
✨Tip Number 3
Don’t forget to follow up! After an interview, shoot a quick thank-you email to express your appreciation. It keeps you on their radar and shows your enthusiasm for the position.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you ace your application and land that dream job in wealth management. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Wealth Management Investment Support Assistant in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management and administrative support. We want to see how your skills align with the role, so don’t be shy about showcasing your Level 4 Investment Advice Diploma or any related qualifications!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how your previous experiences have prepared you for this position. We love seeing enthusiasm and a personal touch!
Be Professional and Polished: Since this is a private banking firm, professionalism is key. Ensure your application is free from typos and formatted neatly. We appreciate attention to detail, so show us you can maintain high standards right from the start!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and submit your materials!
How to prepare for a job interview at LGT – Private Banking und Asset Management
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and investment principles. Familiarise yourself with common client inquiries and the documentation processes involved. This will show that you're proactive and ready to support the Investment Managers effectively.
✨Showcase Your Experience
Be prepared to discuss your previous experience in a Front Office wealth management setting. Think of specific examples where you've successfully managed client inquiries or maintained records. This will help demonstrate your capability and fit for the role.
✨Get Comfortable with Microsoft Office
Since proficiency in Microsoft Office is key, make sure you can confidently navigate Excel, Word, and PowerPoint. Consider preparing a few examples of how you've used these tools in past roles to streamline processes or improve documentation.
✨Demonstrate Initiative and Professionalism
During the interview, convey your ability to take initiative and maintain professionalism. Share instances where you've gone above and beyond in your previous roles. This will highlight your readiness to contribute positively to the team and the firm.
