Wealth Management Client Services Executive
Wealth Management Client Services Executive

Wealth Management Client Services Executive

Full-Time 28800 - 48000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide top-notch client support and manage client queries in Wealth Management.
  • Company: Join a leading global financial services group with a focus on teamwork.
  • Benefits: Enjoy a dynamic work environment and opportunities for career growth.
  • Why this job: Make a real difference in clients' financial journeys while developing your skills.
  • Qualifications: Experience in Wealth Management and strong communication skills are essential.
  • Other info: Be part of an inclusive team that values collaboration and innovation.

The predicted salary is between 28800 - 48000 £ per year.

A leading global financial services group is seeking a Client Service Executive to provide administrative services for Wealth Management clients. This role involves regular client contact and collaboration with internal teams in London.

Responsibilities include:

  • Handling client queries
  • Ensuring timely banking support
  • Onboarding clients
  • Maintaining client data accuracy

Candidates should have experience in Wealth Management, strong organizational skills, and excellent communication abilities. This position offers a chance to work in a dynamic and inclusive environment.

Wealth Management Client Services Executive employer: Rothschild & Co

Join a leading global financial services group that prides itself on fostering a dynamic and inclusive work culture. As a Wealth Management Client Services Executive in London, you will benefit from comprehensive training and development opportunities, ensuring your professional growth while enjoying a collaborative environment that values client relationships and teamwork. With a focus on employee well-being and a commitment to excellence, this role offers a rewarding career path in the heart of one of the world's financial capitals.
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Contact Detail:

Rothschild & Co Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Wealth Management Client Services Executive

✨Tip Number 1

Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. A friendly chat can lead to valuable insights or even a referral.

✨Tip Number 2

Prepare for those interviews! Research the company and its culture, especially their approach to client services. We want you to shine when discussing how your skills align with their needs.

✨Tip Number 3

Practice makes perfect! Conduct mock interviews with friends or family to boost your confidence. Focus on articulating your experience in handling client queries and maintaining data accuracy.

✨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 familiar names pop up in our system!

We think you need these skills to ace Wealth Management Client Services Executive

Client Relationship Management
Wealth Management Experience
Organisational Skills
Communication Skills
Data Accuracy Maintenance
Client Onboarding
Problem-Solving Skills
Collaboration
Administrative Services
Banking Support

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in Wealth Management. We want to see how your skills align with the role, so don’t be shy about showcasing relevant achievements!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about client services and how you can contribute to our team. Keep it engaging and personal.

Showcase Your Communication Skills: Since this role involves regular client contact, we need to see your communication prowess. Use clear and concise language in your application to demonstrate your ability to convey information effectively.

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!

How to prepare for a job interview at Rothschild & Co

✨Know Your Wealth Management Stuff

Make sure you brush up on your knowledge of wealth management principles and practices. Familiarise yourself with common client queries and the types of services offered. This will help you demonstrate your expertise and show that you're ready to hit the ground running.

✨Show Off Your Organisational Skills

Since this role requires strong organisational abilities, be prepared to discuss how you manage multiple tasks and prioritise effectively. Bring examples from your past experiences where you successfully handled client onboarding or maintained accurate data under pressure.

✨Practice Your Communication Skills

Excellent communication is key in this role, so practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend or using online resources to refine your responses to common interview questions related to client service.

✨Be Ready to Collaborate

This position involves working closely with internal teams, so be prepared to discuss your experience in collaborative environments. Think of examples where you worked with others to solve problems or improve client satisfaction, and be ready to share those stories during the interview.

Wealth Management Client Services Executive
Rothschild & Co
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  • Wealth Management Client Services Executive

    Full-Time
    28800 - 48000 £ / year (est.)
  • R

    Rothschild & Co

    1000+
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