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- Tasks: Support Client Advisors in managing client wealth and maintaining accurate records.
- Company: Join Quintet Private Bank, a leading firm in wealth management with a personal touch.
- Benefits: Gain valuable experience, training opportunities, and a supportive team environment.
- Why this job: Make a real difference in clients' lives while developing your professional skills.
- Qualifications: Experience in wealth management and strong communication skills are a plus.
- Other info: Dynamic role with potential for career growth in a diverse and inclusive workplace.
The predicted salary is between 30000 - 42000 £ per year.
The Client Advisor Assistant will work as part of the Private Banking team within a support role function, providing a range of assistance to the Client Advisors, with a focus on client file reviews. This is an initial 6 month fixed term contract.
Responsibilities
- To maintain client files and records through standing data amendments including new client set-up and deletion.
- To proactively assist Client Advisors with the management of Clients' wealth in line with their aspirations and risk appetite.
- Provide support for client meetings, for example, preparation of meeting documentation, attending meetings where required, and taking ownership of post-meeting actions e.g. payments.
- Contact clients regularly by telephone, letter or in person in order to ensure clients' needs are met.
- To provide, as necessary, support in responding to client queries.
- As required, to liaise with the operations and administration units on behalf of the team.
- To prepare, check and dispatch client valuation records, either screen based or in hard copy, as required to maintain accuracy and in accordance with regulatory requirements.
- To assist in all projects expected on the team.
- To assist in ensuring the team meets all its obligations in respect of the Client Profile Update process.
- To reflect and adhere to a culture of compliance in all relevant tasks and throughout the company.
- Develop own professional expertise through on-the-job training, formal training and, where appropriate, professional qualifications.
- Carry out any other duties as may reasonably be required.
Qualifications and Experience
- Experience of the UK wealth management industry.
- Experience of supporting Advisors.
- Understands Risk within the context of the role and meets the regulatory obligations, as applicable.
- Competent at maintaining client data and communicating with clients.
Attributes and Skills
- Good communication and written English skills. Very good telephone manner, comfortable handling client queries.
- Excellent team working skills. Supports and encourages others to generate a positive working culture, sharing information cross-functions.
- High accuracy and attention to detail. Well organised and efficient. Takes a solution-oriented approach and challenges the way we do things: "see it, say it, fix it".
Technical Skills: Computer literate with good knowledge of Microsoft systems (Word, Excel, Outlook, PowerPoint). Capable of using either or both of G2 and Intelligent Office. Act as true first line of defence for clients and Quintet through proactive risk management.
Languages: Fluent in English.
About Quintet Private Bank
Our parent company, Quintet Private Bank, is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (less than 1,800 employees across 30 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth. When you join us you are joining a company that values diversity of background, equal access to opportunities, career development, collaboration and inclusiveness. We want our employees to feel proud of being part of a company that is committed to doing the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes.
Client Advisor Assistant in City of London employer: Quintet Private Bank
Contact Detail:
Quintet Private Bank Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Advisor Assistant in City of London
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management industry, especially those who work at Quintet. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by understanding the role inside out. Familiarise yourself with client file management and the support needed for Client Advisors. Show us you know what it takes to help clients achieve their financial goals!
✨Tip Number 3
Practice your communication skills! Since you'll be handling client queries, being articulate and confident is key. Try mock interviews with friends or family to get comfortable with potential questions.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Client Advisor Assistant in City of London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in the UK wealth management industry. We want to see how your skills align with the role of Client Advisor Assistant, so don’t hold back on showcasing your relevant experience!
Show Off Your Communication Skills: Since this role involves a lot of client interaction, it’s crucial to demonstrate your excellent communication skills. Use clear and concise language in your application, and maybe even share an example of how you’ve effectively handled client queries in the past.
Highlight Attention to Detail: We’re looking for someone who is organised and pays attention to detail. In your application, mention any experiences where your accuracy made a difference, whether it was maintaining client data or preparing important documents.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Quintet Private Bank!
How to prepare for a job interview at Quintet Private Bank
✨Know Your Stuff
Before the interview, make sure you understand the basics of wealth management and the specific responsibilities of a Client Advisor Assistant. Brush up on your knowledge about client file management and the importance of compliance in the banking sector. This will show that you're genuinely interested in the role and ready to contribute.
✨Showcase Your Communication Skills
Since this role involves regular client interaction, practice articulating your thoughts clearly and confidently. Prepare examples of how you've effectively handled client queries or supported advisors in the past. This will demonstrate your ability to communicate well, both verbally and in writing.
✨Be Detail-Oriented
Attention to detail is crucial for maintaining client records accurately. During the interview, highlight any experiences where your meticulous nature made a difference, whether it was in data management or project support. You might even want to mention how you approach tasks with a 'see it, say it, fix it' mindset.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, the culture of compliance, and opportunities for professional development within the company. This not only shows your enthusiasm for the role but also helps you gauge if the company aligns with your career aspirations.
