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Client Advisor Assistant, IAD, Private Bank, Wealth Management

JJ SEARCH LIMITEDLondon, England, United Kingdom

5 days ago

Job type

Full-time

Temporary

Job description

Client Advisor Assistant , IAD , Private Bank , Wealth Management

This range is provided by JJ SEARCH LIMITED. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

The Company :

Our Client is a high quality and successful wealth management company.

The Client Advisor Assistant will provide support to a team of high performing Relationship Managers to ensure that the client receives first class service.

The Client Advisor Assistant will be working with Relationship Managers and efficiently executing client facing tasks, processing transactions and responding to client queries. Duties will include, account onboarding, processing of trades & payments, cash deposit & loan management, security transfers and valuation reporting.

The Client Advisor Assistant 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 Client Advisor Assistant must have some administrative or operational support experience within wealth management or Private Banking.

The Candidate :

2 -3 years front office Private Banking, Private Client Administration or Investment Management support experience in a private banking / private client wealth management environment

Ambitious and driven

IAD - part way through or already achieved

Ideally ability to trade on portfolios - execution only

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.

Seniority level

Not Applicable

Employment type

Full-time

Job function

Finance, Customer Service, and Administrative

Industries

Investment Management, Investment Banking, and Investment Advice

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