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- Tasks: Assist in managing client relationships and support investment processes.
- Company: Join a leading family office with a global presence.
- Benefits: Gain valuable experience in finance and client management.
- Why this job: Perfect for those eager to learn about wealth management and investment strategies.
- Qualifications: Degree level education and some relevant experience preferred.
- Other info: Dynamic team environment with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
Stonehage Fleming is one of the world's leading independently owned family offices. We advise on over $170Bn of assets on behalf of more than 250 families whom we serve from 20 offices in 14 jurisdictions. We help international families manage their wealth and protect their legacies for generations to come. The Group currently employs over 1000 people.
Stonehage Fleming is a multi-family office, providing a range of services from long-term strategic planning and investments to day-to-day advice and administration to over 250 families of substantial wealth. The Group employs over 980 people across 14 geographies.
JOB SUMMARY
The individual will assist with the management of a number of clients within the Investment Management department. The client book consists predominantly of large inter-generational UK families and their complex financial requirements. The individual will support the team with a wide variety of tasks, including responding to client queries, new account set ups, implementation of clients' investment strategies and day-to-day administration. The role holds responsibility for regular communication with clients, their advisers and other third parties.
The successful candidate will be responsible for a wide variety of client relationship related tasks, ensuring that all duties are completed accurately and delivered with high quality, in a timely manner. This is an excellent opportunity for a motivated individual to gain exposure to client management and investment processes within a supportive and professional team.
MAIN DUTIES & RESPONSIBILITIES
- Assist the CRMs in initiating, monitoring and completing portfolio trades
- Attend regular investment team meetings and internal updates
- Treasury related tasks – co-ordinating payments, deposits and FX transactions
- Review clients' investment objectives and restrictions
- Implementation of clients' investment strategy
- Attending client meetings with the CRMs, including meeting preparation and follow up
- Assist the CRMs with timely, accurate and professional responses to client queries and requests (including periodic reporting and liaising with third-party advisers)
- Facilitate client on-boarding, account set up and amendments
- Be a collaborative part of the wider team of Client Relationship Assistants
- Assist with preparation and paperwork for client meetings and investment reviews
- Attend client meetings and follow up on action points
- Ensure that necessary client documentation is held and up to date
- Assist with ad-hoc projects where possible (service offering, processes etc)
REQUIREMENTS
QUALIFICATIONS AND EXPERIENCE
- Degree level or equivalent
- Minimum 1 years' experience in relevant/similar industry
- Level 4 investment competency desirable, but not essential
SKILLS AND COMPETENCIES
- Strong organisational and MS Office skills (particularly Excel and Powerpoint) essential
- High attention to detail, accuracy and efficiency
- Excellent communication skills, written and verbal
- Analytical with excellent numeracy skills
- Enjoys problem solving (considering options and wider consequences of decisions to be made)
- Ability to use initiative and work independently, prioritising tasks in a flexible environment
- Desire to broaden knowledge
No agencies please unless we have an existing relationship and have already requested your assistance with this role. Speculative CVs sent by agencies will not be considered.
Client Relationship Manager Assistant (Mat Cover) 12 Months FTC in London employer: Stonehage Fleming Group
Contact Detail:
Stonehage Fleming Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Manager Assistant (Mat Cover) 12 Months FTC in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors. Attend industry events or webinars where you can meet potential employers or colleagues. Remember, it’s all about who you know!
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their values and how they manage wealth for families. This will help you tailor your responses and show that you’re genuinely interested in the role.
✨Tip Number 3
Practice your communication skills! Since this role involves a lot of client interaction, being able to articulate your thoughts clearly is key. Try mock interviews with friends or use online platforms to refine your pitch.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Client Relationship Manager Assistant (Mat Cover) 12 Months FTC in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Relationship Manager Assistant role. Highlight relevant experience and skills that match the job description, especially in client management and investment processes.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this position. Share specific examples of how you've successfully managed client relationships or handled complex tasks in the past.
Showcase Your Skills: Don’t forget to emphasise your organisational skills and attention to detail. Mention your proficiency in MS Office, particularly Excel and PowerPoint, as these are essential for the role.
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 it gets into the right hands quickly!
How to prepare for a job interview at Stonehage Fleming Group
✨Know Your Clients
Before the interview, research Stonehage Fleming and their client base. Understand the complexities of managing wealth for inter-generational families. This will help you demonstrate your knowledge and show that you're genuinely interested in the role.
✨Showcase Your Organisational Skills
Since the role requires strong organisational skills, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise and ensure accuracy in your work.
✨Communicate Clearly
Excellent communication is key in this role. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few questions to ask during the interview to show your engagement and interest in client management.
✨Demonstrate Problem-Solving Abilities
Think of scenarios where you've had to solve problems or make decisions under pressure. Be prepared to share these examples, as they will highlight your analytical skills and ability to think on your feet, which are crucial for this position.
