Company: eFinancialCareers
Location: London, United Kingdom
Employment Type: Full-time
Description:
The Company:
Our Client is a high quality and successful wealth management company.
The Wealth Management Executive will provide support to a team of high performing Relationship Managers to ensure that the client receives first class service. The Wealth Management Executive will suit an ambitious and driven individual who enjoys facing off to clients and who is keen to work towards IAD if not already achieved.
They will provide Wealth Management support, completing organisational and private client related tasks accurately, efficiently and in a timely manner, assisting with and responding to client enquiries and providing support at client meetings where appropriate.
The individual must have some administrative or operational support experience within wealth management or investment management – opening investment accounts and will have knowledge of dealing with custodians / investment platforms.
Duties will also include the following:
• Collate & distribute account opening… packs.
• Monitor the progress and timeliness of account opening and asset/cash transfers
• Provide regular and ad-hoc Investment information to clients
• Assist in resolving client queries regarding their investment portfolios or account opening
• Maintain internal management information
• Keep comprehensive client records and ensure that these are accurate
The Candidate:
2 -3 years front office private client or investment management support experience in a private banking / private client wealth management environment
Ambitious and driven
Client Account Opening, transfers, payments experience…
The individual must be pro-active, have common sense, and be motivated.
Good working knowledge of the Microsoft Office suite of products.
Deals with all matters promptly, professionally and accurately without being reminded
Source: reed.co.uk
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