At a Glance
- Tasks: Support client service and operations for private clients and advisers.
- Company: Join Quilter plc, a leading investment firm in London.
- Benefits: Enjoy 26 days of holiday, a pension scheme, and flexible benefits.
- Other info: This is a 12-month contract with opportunities for growth.
- Why this job: Make a difference in high net-worth client services while gaining valuable experience.
- Qualifications: Strong communication skills and attention to detail are essential.
The predicted salary is between 30000 - 40000 £ per year.
Quilter plc is looking for an Investment Executive on a fixed-term contract in London. This role involves supporting client service and operations tasks for private clients and advisers.
Responsibilities include:
- Managing client accounts
- Preparing presentation packs
- Ensuring accurate documentation while maintaining a professional manner with high net-worth clients
Benefits include:
- 26 days of holiday
- A non-contributory pension scheme
- Flexible benefits for UK employees
Wealth Client Services Executive (12‑month contract) employer: Quilter plc
Quilter plc is an excellent employer, offering a supportive work culture that prioritises employee well-being and professional growth. With benefits such as 26 days of holiday, a non-contributory pension scheme, and flexible perks tailored for UK employees, we ensure our team members feel valued and empowered in their roles. Join us in London, where you can thrive in a dynamic environment while making a meaningful impact on the lives of high net-worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Client Services Executive (12‑month contract)
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector and let them know you're on the hunt for a Wealth Client Services Executive role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching Quilter plc and understanding their client service approach. Tailor your responses to highlight how your skills align with their needs, especially when it comes to managing high net-worth clients.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable discussing your experience in client services and operations. This will help you articulate your value confidently during the real deal.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application for the Wealth Client Services Executive position. Plus, it shows you're serious about joining our team at Quilter plc.
We think you need these skills to ace Wealth Client Services Executive (12‑month contract)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Wealth Client Services Executive role. Highlight relevant experience in client service and operations, especially with high net-worth clients. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your background makes you a perfect fit. Don’t forget to mention any specific experiences that relate to managing client accounts or preparing presentation packs.
Be Professional Yet Approachable:When writing your application, maintain a professional tone but don’t be afraid to let your personality shine through. We value authenticity, so show us who you are while keeping it suitable for a high net-worth client environment.
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 to do!
How to prepare for a job interview at Quilter plc
✨Know Your Stuff
Make sure you understand the ins and outs of wealth management and client services. Brush up on investment products and market trends, as you'll likely be asked about them. Being knowledgeable will show that you're serious about the role.
✨Showcase Your Communication Skills
Since you'll be dealing with high net-worth clients, it's crucial to demonstrate your ability to communicate professionally and clearly. Practice articulating your thoughts and consider how you can convey complex information in a simple way.
✨Prepare for Scenario Questions
Expect questions that put you in real-life situations, like handling a difficult client or managing multiple accounts. Think through your past experiences and prepare examples that highlight your problem-solving skills and professionalism.
✨Dress the Part
First impressions matter, especially in a client-facing role. Dress smartly and professionally to reflect the high standards expected in the wealth management industry. It shows respect for the interviewers and the clients you'll serve.
