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- Tasks: Lead the client onboarding process and manage relationships with fund distribution partners.
- Company: Join a dynamic private markets investment firm specializing in semi-liquid and evergreen products.
- Benefits: Enjoy a hybrid work model and opportunities for professional growth.
- Why this job: Be at the forefront of client service in a fast-paced, impactful environment.
- Qualifications: Significant experience in wealth management and excellent communication skills required.
- Other info: Ideal candidates will have knowledge of alternative investments and private equity.
The predicted salary is between 48000 - 72000 £ per year.
Wealth Client Onboarding Manager, Private Markets Investment Firm, London
Our client, a private markets manager with semi-liquid/evergreen products, is looking for a Wealth Client Onboarding Manager to join their client servicing function. This person will need experience of the private wealth client channel, client onboarding, distributor platform onboarding, and dealing with transfer agencies.
Responsibilities:
- Lead the client onboarding process from front to back, liaising with teams including fund administration, KYC/AML, and transfer agency to onboard new wealth clients for the firm.
- Manage relationships with operations functions at fund distribution partners.
- Manage ongoing client reporting and management processes.
- Answer client queries as a first point of contact.
- Build and maintain operational processes related to client onboarding, reporting and ongoing client management.
- Continuously identify process improvements and enhancements.
Requirements:
- Significant experience in private wealth/wealth management/client management/onboarding/servicing.
- Knowledge of alternatives and alternative investments, private equity/private credit products, ideally semi-liquid/evergreen fund structures, UCI Part II.
- Excellent and highly professional communication skills.
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Wealth Client Onboarding Manager, Private Markets Investment Firm, London | London, UK | Hybrid employer: Non-disclosed
Contact Detail:
Non-disclosed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Client Onboarding Manager, Private Markets Investment Firm, London | London, UK | Hybrid
✨Tip Number 1
Familiarize yourself with the specific private wealth client channel and the onboarding processes involved. Understanding the nuances of KYC/AML regulations and how they apply to private markets will give you an edge in discussions during interviews.
✨Tip Number 2
Network with professionals in the private equity and private credit sectors. Attend industry events or webinars to connect with potential colleagues and learn about best practices in client onboarding and management.
✨Tip Number 3
Prepare to discuss your experience with operational processes related to client onboarding and reporting. Be ready to share specific examples of how you've improved these processes in previous roles, as this will demonstrate your proactive approach.
✨Tip Number 4
Research the firm’s products, especially their semi-liquid and evergreen fund structures. Being knowledgeable about their offerings will not only help you in interviews but also show your genuine interest in the role and the company.
We think you need these skills to ace Wealth Client Onboarding Manager, Private Markets Investment Firm, London | London, UK | Hybrid
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description and understand the key responsibilities and requirements. Highlight your relevant experience in private wealth management and client onboarding in your application.
Tailor Your CV: Customize your CV to reflect your experience with private wealth clients, onboarding processes, and any relevant knowledge of alternative investments. Use specific examples that demonstrate your skills and achievements in these areas.
Craft a Strong Cover Letter: Write a compelling cover letter that explains why you are a great fit for the Wealth Client Onboarding Manager position. Mention your experience with KYC/AML processes and your ability to manage client relationships effectively.
Highlight Communication Skills: Since excellent communication skills are crucial for this role, make sure to showcase your ability to communicate professionally and effectively in both your CV and cover letter. Provide examples of how you've successfully managed client queries in the past.
How to prepare for a job interview at Non-disclosed
✨Showcase Your Experience
Make sure to highlight your significant experience in private wealth management and client onboarding. Be prepared to discuss specific examples of how you've successfully managed the onboarding process and dealt with transfer agencies.
✨Demonstrate Communication Skills
Since excellent communication skills are crucial for this role, practice articulating your thoughts clearly and professionally. Prepare to answer questions in a way that reflects your ability to handle client queries effectively.
✨Understand the Products
Familiarize yourself with semi-liquid and evergreen fund structures, as well as alternative investments. Being knowledgeable about these products will help you stand out and show your commitment to the role.
✨Prepare for Process Improvement Discussions
Think about past experiences where you identified process improvements in client onboarding or management. Be ready to discuss these examples and how they could apply to the firm's operations.
