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- Tasks: Support Client Advisors in managing client relationships and administrative tasks.
- Company: Join Quintet Private Bank, a leading name in personalised wealth management.
- Benefits: Enjoy a collaborative work environment with opportunities for professional development.
- Why this job: Be part of a team that values client relationships and offers impactful experiences.
- Qualifications: Strong communication skills and a good understanding of the UK wealth management industry required.
- Other info: Opportunity to work towards professional qualifications like CISI or CFA.
The predicted salary is between 36000 - 60000 £ per year.
Overview
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 supporting 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 client\\\’s 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 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
- Experience of the UK wealth management industry
- Experience of supporting Advisors
- Understands Risk within 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
Company
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 (<1>
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Client Advisor Assistant 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
✨Tip Number 1
Familiarise yourself with the UK wealth management industry. Understanding the key players, trends, and regulations will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or connect with people on LinkedIn to gain insights and potentially get referrals that could boost your application.
✨Tip Number 3
Brush up on your communication skills, especially over the phone. Since you'll be handling client queries, practice clear and professional responses to common questions to build your confidence.
✨Tip Number 4
Showcase your organisational skills by preparing a mock meeting pack. This will not only help you understand the role better but also give you a practical example to discuss during your interview.
We think you need these skills to ace Client Advisor Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the wealth management industry. Emphasise any previous roles where you supported advisors or managed client relationships, showcasing your organisational skills and attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the Client Advisor Assistant role. Mention specific skills such as communication, teamwork, and your proactive approach to problem-solving. Relate your experiences to the job description to demonstrate your fit.
Showcase Technical Skills: In your application, highlight your proficiency with Microsoft systems and any experience with financial software like G2 or Intelligent Office. Mention your knowledge of compliance regulations and investment products, as these are crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are essential qualities for a Client Advisor Assistant.
How to prepare for a job interview at Quintet Private Bank
✨Showcase Your Knowledge of Wealth Management
Make sure to brush up on your understanding of the UK wealth management industry. Be prepared to discuss current trends and regulations, as this will demonstrate your commitment to the role and your ability to support Client Advisors effectively.
✨Highlight Your Organisational Skills
As a Client Advisor Assistant, you'll need to manage multiple tasks efficiently. Share examples from your past experiences where you successfully organised meetings, maintained client records, or handled administrative duties to show that you're well-equipped for the role.
✨Demonstrate Excellent Communication Skills
Since you'll be liaising with clients and supporting Client Advisors, it's crucial to exhibit strong communication skills. Practice articulating your thoughts clearly and confidently, and be ready to provide examples of how you've effectively handled client queries in the past.
✨Emphasise Teamwork and Collaboration
This role requires working closely with others, so be sure to highlight your ability to work as part of a team. Discuss instances where you've supported colleagues or contributed to a positive working culture, as this aligns with the company's values.
