Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support a Client Relationship Manager in managing client portfolios and investment strategies.
- Company: Join Stonehage Fleming, a leading multi-family office serving over 250 wealthy families globally.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth and development.
- Why this job: Be part of a dynamic team, making a real impact on clients' financial journeys.
- Qualifications: Degree level education and 2 years' experience in financial services required.
- Other info: Ideal for those who thrive in a fast-paced, detail-oriented role.
The predicted salary is between 28800 - 43200 ÂŁ per year.
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.
The individual will work closely with one Client Relationship Manager (“CRM”) within the Investment Management department, assisting with the management of their clients. The client book consists predominantly of large inter-generational UK and International families and their complex financial requirements. The individual will support the team with a wide variety of tasks, including new account set ups, portfolio modelling, implementation of clients’ investment strategies, regular investment reporting and day-to-day administration.
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.
Key Responsibilities- Main Duties & Responsibilities
- Investment processes
- Assist the CRM 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
- Portfolio modelling and 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)
- Qualifications and Experience
- Degree level or equivalent
- Minimum 2 years’ experience working with private clients within the Financial Services Industry
- Level 4 investment competency desirable
- Skills and Competencies
- Strong organisational and MS Office skills (particularly Excel and Powerpoint) essential
- Analytical with excellent numeracy skills
- High attention to detail, accuracy and efficiency
- Enjoys problem solving (considering options and wider consequences of decisions to be made)
- Excellent communication skills, written and verbal
- Ability to use initiative and work independently, prioritising tasks in a flexible environment
- Desire to broaden knowledge
CRM Assistant employer: Stonehage Fleming
Contact Detail:
Stonehage Fleming Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CRM Assistant
✨Tip Number 1
Familiarise yourself with the financial services industry, especially focusing on private client management. Understanding the nuances of client relationships and investment strategies will give you an edge in discussions during interviews.
✨Tip Number 2
Brush up on your Excel and PowerPoint skills, as these are essential for the role. Consider taking online courses or tutorials to enhance your proficiency, which will not only help you in the job but also impress during the interview process.
✨Tip Number 3
Network with professionals in the financial services sector, particularly those who work with high-net-worth clients. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could lead to job opportunities.
✨Tip Number 4
Prepare to discuss your problem-solving skills and provide examples of how you've handled complex client situations in the past. This will demonstrate your ability to manage the diverse needs of clients effectively, which is crucial for the CRM Assistant role.
We think you need these skills to ace CRM Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the financial services industry, particularly any roles involving client management or investment processes. Use specific examples to demonstrate your skills and competencies.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the CRM Assistant role at Stonehage Fleming. Mention how your background aligns with their requirements, such as your organisational skills and experience with private clients.
Highlight Relevant Skills: Emphasise your strong organisational skills, attention to detail, and proficiency in MS Office, especially Excel and PowerPoint. Provide examples of how you've used these skills in previous roles to support client relationships.
Showcase Problem-Solving Abilities: Include instances where you've successfully solved problems or improved processes in your past roles. This will demonstrate your analytical skills and ability to work independently, which are crucial for the position.
How to prepare for a job interview at Stonehage Fleming
✨Know Your Financial Services Basics
Make sure you brush up on your knowledge of the financial services industry, especially regarding private clients. Understanding investment strategies and portfolio management will show that you're serious about the role.
✨Demonstrate Your Organisational Skills
Since the role requires strong organisational skills, be prepared to discuss how you've managed multiple tasks in previous jobs. Use specific examples to illustrate your ability to prioritise and stay efficient under pressure.
✨Showcase Your Communication Skills
As you'll be assisting with client queries and attending meetings, it's crucial to demonstrate your excellent communication skills. Practice articulating your thoughts clearly and confidently, both verbally and in writing.
✨Prepare for Problem-Solving Scenarios
Expect to face questions that assess your problem-solving abilities. Think of past experiences where you've had to analyse a situation and come up with a solution, and be ready to share those stories during the interview.
