Executive Assistant to CIO - Mayfair Family Office & Boutique Asset Management Firm
Executive Assistant to CIO - Mayfair Family Office & Boutique Asset Management Firm

Executive Assistant to CIO - Mayfair Family Office & Boutique Asset Management Firm

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support the CIO with diary management, travel coordination, and administrative tasks in a dynamic environment.
  • Company: Prestigious boutique asset management firm in London's West End.
  • Benefits: Competitive salary, 15% pension contribution, extensive healthcare, and 25 days annual leave.
  • Why this job: Be part of a major relaunch and make a real impact in a high-performing team.
  • Qualifications: Experience supporting C-suite executives, exceptional organisational skills, and strong attention to detail.
  • Other info: Opportunity for career growth and involvement in investor relations and marketing initiatives.

The predicted salary is between 36000 - 60000 £ per year.

A highly regarded boutique asset management firm and family office based in London’s West End is seeking an experienced Executive Assistant to provide seamless, high-level support to the Chief Investment Officer (CIO). This is a permanent role within a fast-paced, discreet and high-performing environment. You will serve as the primary EA to the CIO, managing all diary coordination, travel, meetings, and administrative support, with crossover with the Senior Family Office Executive and the EA to the Senior Partner to ensure seamless coordination across shared activity. The role also offers scope to broaden your involvement across other areas of the business, especially in respect of investor relations and marketing. Following the combination of two major funds and a recent capital injection, a major relaunch is planned, and the successful candidate will be integral to this process both in terms of document production and interfacing with external marketing groups. Reporting into the CIO, this role will be well suited to a proactive and intellectually curious individual who thrives in a high-trust environment and takes ownership of outcomes.

Hours: 8.30am-5.30pm, Mon to Fri

Location: Mayfair

Salary: Competitive, dependent on experience + discretionary annual bonus

Benefits: 15% Pension Contribution, extensive private healthcare, travel insurance, 25 days annual leave plus bank holidays.

Start Date: ASAP

Interviewing: ASAP

Responsibilities include, but not limited to:

  • Manage complex and frequently changing diaries and schedules
  • Co-ordinate multi-leg, international business travel for the CIO, Partners, and relevant Board Members
  • Plan and curate personal holiday travel for the CIO and family
  • Provide logistical support relating to the CIO’s school aged and adult children
  • Liaise with the Investment team to prepare reports, presentations, and documentation for client and board meetings
  • Provide administrative and coordination support for a new and developing marketing initiative
  • Manage expense claims
  • Oversee domestic logistics and assist with personal administrative matters
  • Provide light out-of-office (OOO) support when needed

Essential Requirements:

  • Significant experience supporting C-suite executives in both professional and personal capacities within a family office, boutique financial services firm, or similarly high-performance environment
  • Exceptional organisational skills with the ability to prioritise and manage multiple workstreams with minimal supervision
  • Highly numerate with strong attention to detail
  • Excellent written communication skills
  • Strong IT proficiency across Microsoft Office, CRM systems and related platforms
  • Proven discretion, professionalism, and ability to handle sensitive, confidential information
  • Calm, confident, and solutions-oriented
  • Collaborative, team-focused, and aligned with an ego-free approach
  • Demonstrated ability to anticipate needs and operate proactively rather than reactively

Desirable:

  • Familiarity with investment, marketing and financial terminology
  • Ability to support and encourage the CIO with adoption of new technologies

Executive Assistant to CIO - Mayfair Family Office & Boutique Asset Management Firm employer: Union Talent Limited

As a highly regarded boutique asset management firm located in the prestigious Mayfair area, we pride ourselves on fostering a high-trust and collaborative work environment that empowers our employees to take ownership of their roles. With competitive salaries, generous benefits including a 15% pension contribution and extensive private healthcare, as well as opportunities for professional growth through involvement in exciting projects like our upcoming major relaunch, we are committed to supporting our team members in achieving both personal and professional success.
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Contact Detail:

Union Talent Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Executive Assistant to CIO - Mayfair Family Office & Boutique Asset Management Firm

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance and asset management sectors. You never know who might have a lead on an Executive Assistant role or can put in a good word for you.

✨Tip Number 2

Prepare for interviews by researching the firm and its recent activities. Knowing about their major relaunch and investment strategies will show you're genuinely interested and ready to contribute.

✨Tip Number 3

Practice your organisational skills! Since this role involves managing complex diaries and travel, consider setting up mock scenarios to demonstrate how you'd handle scheduling conflicts or last-minute changes.

✨Tip Number 4

Apply through our website! It streamlines the process and ensures your application gets the attention it deserves. Plus, we love seeing candidates who take that extra step!

We think you need these skills to ace Executive Assistant to CIO - Mayfair Family Office & Boutique Asset Management Firm

Diary Management
Travel Coordination
Logistical Support
Report Preparation
Presentation Skills
Administrative Support
Organisational Skills
Attention to Detail
Written Communication Skills
IT Proficiency in Microsoft Office
Discretion and Professionalism
Proactive Problem-Solving
Collaboration and Teamwork
Familiarity with Financial Terminology
Adaptability to New Technologies

Some tips for your application 🫡

Craft a Tailored Cover Letter: Make sure your cover letter speaks directly to the role of Executive Assistant to the CIO. Highlight your relevant experience and how it aligns with the responsibilities mentioned in the job description. This is your chance to show us why you're the perfect fit!

Update Your CV: Your CV should be up-to-date and clearly outline your experience supporting C-suite executives. Use bullet points to make it easy for us to see your skills and achievements at a glance. Remember, we want to see how you can bring value to our team!

Be Clear About Your Availability: In your application, let us know when you can start and your availability for interviews. This helps us move quickly and ensures we can get you on board as soon as possible if you're the right fit!

Provide References: If you have references ready, include them in your application. Strong references can really boost your chances and help us demonstrate to the client that you're exactly what they're looking for. It’s all about making your application stand out!

How to prepare for a job interview at Union Talent Limited

✨Know Your Role Inside Out

Before the interview, make sure you thoroughly understand the responsibilities of an Executive Assistant to the CIO. Familiarise yourself with diary management, travel coordination, and the nuances of working in a family office environment. This will help you speak confidently about how your experience aligns with the role.

✨Showcase Your Organisational Skills

Be prepared to discuss specific examples of how you've managed complex schedules or multi-leg travel arrangements in the past. Highlight your ability to prioritise tasks and handle multiple workstreams simultaneously, as this is crucial for success in a fast-paced setting.

✨Demonstrate Discretion and Professionalism

Given the sensitive nature of the role, it's essential to convey your understanding of confidentiality. Share instances where you've handled sensitive information with discretion, and emphasise your professionalism in previous roles to reassure them that you're trustworthy.

✨Be Proactive and Solutions-Oriented

During the interview, illustrate your proactive approach by discussing how you've anticipated needs in previous positions. Whether it’s streamlining processes or suggesting improvements, showing that you take ownership of outcomes will resonate well with the interviewers.

Executive Assistant to CIO - Mayfair Family Office & Boutique Asset Management Firm
Union Talent Limited

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