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- Tasks: Support high-net-worth clients with onboarding and account management tasks.
- Company: Join W1M, a leading firm managing over £21 billion in assets for elite clients.
- Benefits: Enjoy a competitive pay package and opportunities for professional growth.
- Why this job: Be part of a dynamic team focused on delivering exceptional client service and innovative solutions.
- Qualifications: 2 A Levels or equivalent; ideally 2+ years in Private Banking or Wealth Management.
- Other info: This is a 12 to 14 months fixed-term contract covering maternity leave.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
About the Company
With over £21 billion in assets under management (AUM) and a team of more than 300 professionals, W1M specialises in working with high-net-worth and ultra-high-net-worth individuals and families, charities, and institutions. The firm offers an extensive range of services, including cross-border advisory and planning expertise, institutional-quality investment management, and comprehensive global tax and consolidated portfolio reporting, designed to meet the evolving complexities of wealth and investment management, including addressing international and intergenerational needs. Beyond its direct client relationships, W1M also maintains a longstanding partnership with Independent Financial Advisers, providing access to its market-leading investment solutions.
About the Role:
Client Executive (CE) – 12 to 14 months Fixed Term Contract (maternity Leave Cover)
To complete CE duties on a dedicated book of private clients. Act as the voice of the client owner and their clients both internally across the firms and externally with service providers / business partners. Responsible for helping to ensure the seamless onboarding of new clients and delivering servicing excellence to our existing clients.
Responsibilities
Client onboarding
- Supporting clients and intermediaries throughout the onboarding lifecycle, including but not limited to;
- Preparing account opening documentation
- Assisting clients with documentation completion
- Advising clients on Source of Wealth and KYC requirements
- Monitoring progress of account opening and providing regular updates to both clients and client owners
- Communicating with external service providers including but not limited to; third party custodians, pension providers and incumbent custodians
- Assisting in the co-ordination of new assets being transferred into client accounts
- Co-ordination of credit documentation and requirements for mortgage and Lombard lending when required
- Completion of simple tax forms when required
- Ensuring that client account opening packs are compliant and up to date when required
Client administration & servicing
- Processing client requests, including but not limited to;
- Withdrawals
- New account set ups
- ISA subscriptions
- Transfers of assets
- Account closures
- Answering ad-hoc queries from clients and their external advisers
- Producing reporting documents for client mtgs using Excel and PowerPoint where required
- Responsible for setup of quarterly valuation letter mailout where required
- Initiating and following to completion various processes
- Requesting documentary evidence and processing changes to client circumstances
- Recording new client assets in centralised pipeline tool
- Maintaining CRM client data as required
- Ensure all key documents on the CRM are up to date and compliant; including but not limited to ATR, Fact Find and DMA
- Assist in the completion of annual suitability reviews
- Participate in team and wider business project work as required
- Maintaining online filing system
- Team administration
- Maintain client owner diaries as required
- Monitoring and managing other team member inboxes as required
- Organise and book events for team members
- Completion of team expense forms
- Organise UK and International travel
Qualifications required
2 A’ Levels grade A-D or equivalent qualification
Qualifications desired
Ideally a graduate
Required Skills
- Ideally 2 year's+ experience working with Ultra/High Net Worth clients within a Private Banking or Wealth Management environment
- Commitment to excellence with high levels of data accuracy/a focus on attention to detail
- Exceptional communication skills at all levels with the ability to manage relationships both internally and externally
- Willingness to grow and develop beyond the job description
- Successful working both independently and collaboratively
- Flexible can-do attitude and a pro-active self-starter
- Excellent Time Management and forward thinking – demonstrated skill in anticipating and responding to shifting priorities
- Professional and confident telephone manner
- Discretion in protecting confidential information
- Strong service orientation with the highest standards in responding to and servicing clients
- Knowledge of MS based personal productivity and database tools;
- Extremely well organised with the ability to handle high levels of pressure whilst supporting critical decision-making
- Energetic, highly motivated, with an enquiring mind and passion for excellence and innovation in pursuit of business growth and success.
Pay range and compensation package
Competitive
Equal Opportunity Statement
We are committed to diversity and inclusivity.
Client Executive - 12 to 14 months Fixed Term Contract employer: W1M Wealth & Investment Management
Contact Detail:
W1M Wealth & Investment Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Executive - 12 to 14 months Fixed Term Contract
✨Tip Number 1
Familiarise yourself with the wealth management industry, especially focusing on high-net-worth clients. Understanding their unique needs and challenges will help you stand out during discussions.
✨Tip Number 2
Network with professionals in the private banking and wealth management sectors. Attend relevant events or webinars to connect with potential colleagues and learn more about the company culture at W1M.
✨Tip Number 3
Brush up on your client onboarding processes and KYC requirements. Being able to discuss these topics confidently will demonstrate your readiness for the role and your commitment to compliance.
✨Tip Number 4
Prepare to showcase your organisational skills and ability to manage multiple tasks under pressure. Think of examples from your past experiences that highlight your time management and service orientation.
We think you need these skills to ace Client Executive - 12 to 14 months Fixed Term Contract
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially any work with high-net-worth clients or in wealth management. Use specific examples to demonstrate your skills in client onboarding and administration.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your commitment to excellence and attention to detail, as these are crucial for the Client Executive position.
Highlight Relevant Skills: In your application, emphasise your exceptional communication skills and ability to manage relationships. Provide examples of how you've successfully handled client requests or queries in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any errors. A well-presented application reflects your attention to detail, which is vital for this role.
How to prepare for a job interview at W1M Wealth & Investment Management
✨Research the Company
Before your interview, take some time to understand W1M's services and their client base. Familiarise yourself with their approach to wealth management and how they cater to high-net-worth individuals. This will help you demonstrate your genuine interest in the role and the company.
✨Showcase Your Communication Skills
As a Client Executive, exceptional communication is key. Prepare examples of how you've effectively managed client relationships in the past. Be ready to discuss how you handle difficult conversations and ensure clarity in your communications.
✨Demonstrate Attention to Detail
Given the importance of accuracy in client documentation and compliance, be prepared to discuss your methods for ensuring attention to detail. You might want to share specific instances where your meticulousness has positively impacted client outcomes.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you would handle specific client situations. Think about potential challenges in client onboarding or servicing and how you would address them effectively.
