At a Glance
- Tasks: Manage client onboarding and support operations for high-net-worth clients.
- Company: Join a leading international private banking group in wealth management.
- Benefits: Competitive salary, pension scheme, and career progression opportunities.
- Other info: Dynamic work environment with a focus on professional development.
- Why this job: Be part of a professional team making a real impact in financial services.
- Qualifications: 2-3 years in finance with client onboarding experience preferred.
The predicted salary is between 50000 - 50000 £ per year.
Job ID: JN-022026-6957707Posted: 2026-03-02Location: London, England, GBSalary: 40000 - 50000/year
- Type: Full-time
- Company: Michael Page
- Contact: Bailey Michel Job function: Compliance
- Subsector: Financial Crime
- Sector: Financial Services
Where: London Contract type: Permanent Consultant name: Bailey Michel Client facing role with a mix of onboarding and operations Wealth management division of an international private banking group About Our Client This opportunity is with the wealth management arm of an international private banking group who provide bespoke wealth management services for HNW and UHNW clients.
They deliver tailored investment and family office solutions across global markets, with a large presence across the UK.
Job Description Manage client onboarding and account lifecycle documentation, including account openings, static data updates, account closures, and ongoing review materials.
Ensure all client documentation is accurate, complete, and compliant with internal policies and regulatory requirements.
Provide operational and administrative support to Front Office teams servicing HNWI and UHNWI clients.
Handle core account operations, including payment initiation and verification, trade input, and ongoing due diligence across the full account lifecycle.
The Successful Applicant The successful candidate should have:2-3 years' experience within the financial sector environment, with practical client onboarding experience.
Excellent communication skills, with prior client facing experience preferred.
Strong educational background is desirable (degree or equivalent is preferred).
Strong organization skills with high attention to detail and accuracy.
A collaborative team player with a professional work ethic and commitment to high standards.
What's on Offer Competitive salary ranging from 40,000 to 50,000 per annum.
Comprehensive pension scheme.
Opportunity to work within a professional, high-performing, and supportive team environment.
Ongoing professional development and career progression opportunities.
If you are ready to advance your career in London, we encourage you to apply today!
Associate - Onboarding & Wealth Management Support | 40k-50k in London employer: Michael Page International
Join a prestigious international private banking group in London, where you will be part of a dynamic wealth management team dedicated to providing bespoke services for high-net-worth clients. Enjoy a competitive salary, comprehensive pension scheme, and a supportive work culture that prioritises professional development and career progression, making it an excellent place for ambitious individuals seeking meaningful employment.
Contact Details:
Michael Page International Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Associate - Onboarding & Wealth Management Support | 40k-50k in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Michael Page International. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Associate - Onboarding & Wealth Management Support | 40k-50k in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Michael Page International.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Michael Page International's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Michael Page International
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Michael Page International.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Michael Page International will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Michael Page International employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
