Asset Management/ Wealth Management Trade Support (Boutique Wealth Manager/ Family Office) - Fluent French Speaker needed
Asset Management/ Wealth Management Trade Support (Boutique Wealth Manager/ Family Office) - Fluent French Speaker needed

Asset Management/ Wealth Management Trade Support (Boutique Wealth Manager/ Family Office) - Fluent French Speaker needed

City of London Full-Time 45000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support trade operations for high-net-worth clients in a dynamic London trading floor.
  • Company: Join a prestigious Mayfair-based wealth management firm with a strong global presence.
  • Benefits: Enjoy hybrid working, competitive salary, bonuses, pension, and healthcare perks.
  • Why this job: Be part of a close-knit team, enhancing your skills in a fast-paced environment.
  • Qualifications: 2+ years in financial services; fluent French speaker with strong organisational skills.
  • Other info: Experience in Private Equity funds is a plus.

The predicted salary is between 45000 - 60000 £ per year.

The Role

Asset Management/ Wealth Management Trade Support (Boutique Wealth Manager/ Family Office) – Fluent French Speaker

Martis Search are representing a Mayfair based, global Wealth Management business to hire a permanent multi-asset class Trade Support Analyst. The company trade a broad range of investment strategies i.e. multi-asset classes, Private Equity, Fund of Funds and Real Estate for global Ultra-High-Net-Worth Families, Ultra-High-Net-Worth Individuals, Charities, Universities, Trusts and Corporate institutions.

The position sits within their London Trade Support team on their London trading-floor and supports their various Portfolio Management/ Investment teams for all related Middle Office responsibilities. The company have a very healthy track-record and AUM to match.

You must either be from an Asset Management, Wealth Management, or Family Office Middle Office background.

The company offer a hybrid mix of working-from-home and also in-the-office, so you get the best of both worlds.

You will be involved with the full Trade-Life Cycle and Investment Operations responsibilities, including:

· Check daily/weekly cash balances

· Finalise trade data into the in-house reporting system

· Follow-up on trading activity, verifying the execution terms for all our client’s portfolios

· Work closely with portfolio managers on shared clients.

· Trouble-shooting with custodian banks

· Producing monthly/quarterly client valuations

· Produce special client reports

· Monitoring of corporate actions

· Reconciling and checking our positions with the valuation of the underlying custodian

· Maintain client information

· Organise and monitor documents filing

About you:

· Minimum 2 years’ experience in a similar position within financial services

· Comfortable working autonomously and collaboratively; adaptable to working with different personality types

· Comfortable working in a close-knit and demanding environment

· Strong organisational skills, multi-tasking capacity and ability to work under pressure

· Highly reliable and accurate with strong attention to detail

· Efficient and proactive communication skills

· Good command of usual MS Office applications

You would additionally benefit from:

· Experience in Private Equity funds

Salary

£45,000 k pa – £60,000 k pa, plus very good bonus, pension, healthcare and other related benefits.

Asset Management/ Wealth Management Trade Support (Boutique Wealth Manager/ Family Office) - Fluent French Speaker needed employer: Martis Search

As a leading boutique wealth manager based in the prestigious Mayfair area, our company offers an exceptional work environment that fosters collaboration and innovation. With a strong focus on employee growth, we provide comprehensive training and development opportunities, alongside a competitive salary package that includes generous bonuses and benefits. Our hybrid working model allows for flexibility, ensuring that you can thrive both in the office and at home while contributing to meaningful financial solutions for our esteemed clients.
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Contact Detail:

Martis Search Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Asset Management/ Wealth Management Trade Support (Boutique Wealth Manager/ Family Office) - Fluent French Speaker needed

✨Tip Number 1

Make sure to brush up on your knowledge of the full Trade-Life Cycle and Investment Operations. Being able to discuss specific processes and demonstrate your understanding during interviews will show that you're well-prepared for the role.

✨Tip Number 2

Network with professionals in the Asset Management and Wealth Management sectors, especially those who work in boutique firms or family offices. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture.

✨Tip Number 3

Since fluency in French is a requirement, practice your language skills in a business context. Consider engaging in conversations with native speakers or participating in finance-related discussions in French to enhance your confidence and fluency.

✨Tip Number 4

Familiarise yourself with the specific investment strategies mentioned in the job description, such as Private Equity and Fund of Funds. Being able to speak knowledgeably about these areas will set you apart from other candidates and demonstrate your genuine interest in the role.

We think you need these skills to ace Asset Management/ Wealth Management Trade Support (Boutique Wealth Manager/ Family Office) - Fluent French Speaker needed

Fluent in French
Asset Management Knowledge
Wealth Management Experience
Middle Office Operations
Trade Life Cycle Understanding
Cash Balance Management
Data Entry and Reporting Skills
Client Portfolio Management
Troubleshooting with Custodian Banks
Valuation Production
Corporate Actions Monitoring
Position Reconciliation
Document Management
Strong Organisational Skills
Multi-tasking Ability
Attention to Detail
Proactive Communication Skills
Proficiency in MS Office Applications

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in asset management, wealth management, or family office roles. Emphasise your familiarity with the trade life cycle and any specific responsibilities you've handled that align with the job description.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your fluency in French and how it can benefit the team, as well as your ability to work autonomously and collaboratively in a demanding environment.

Highlight Relevant Skills: In your application, clearly outline your strong organisational skills, attention to detail, and communication abilities. Provide examples of how you've successfully managed multiple tasks under pressure in previous roles.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail and professionalism, which are crucial for this role.

How to prepare for a job interview at Martis Search

✨Showcase Your Relevant Experience

Make sure to highlight your previous experience in asset management or wealth management during the interview. Be prepared to discuss specific examples of your work in trade support and how it relates to the responsibilities outlined in the job description.

✨Demonstrate Your Language Skills

Since the role requires a fluent French speaker, be ready to showcase your language skills. You might be asked to conduct part of the interview in French, so practice discussing your professional background and relevant topics in French beforehand.

✨Prepare for Technical Questions

Expect technical questions related to the trade life cycle and investment operations. Brush up on your knowledge of cash balances, trade data finalisation, and corporate actions to demonstrate your expertise and confidence in these areas.

✨Emphasise Your Soft Skills

The company values strong organisational skills and the ability to work under pressure. Prepare examples that illustrate your adaptability, communication skills, and how you handle demanding environments, as these will be crucial for success in the role.

Asset Management/ Wealth Management Trade Support (Boutique Wealth Manager/ Family Office) - Fluent French Speaker needed
Martis Search

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  • Asset Management/ Wealth Management Trade Support (Boutique Wealth Manager/ Family Office) - Fluent French Speaker needed

    City of London
    Full-Time
    45000 - 60000 £ / year (est.)

    Application deadline: 2027-08-12

  • M

    Martis Search

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