A highly regarded boutique Investment Management firm with ambitions to grow.
This is an exciting opportunity for an ambitious candidate to support a Senior Wealth Manager and Managing Partner in the administrative management of client portfolios and helping to build their client business.
The Assistant Wealth Manager will speak and build relationships with the Wealth Managers HNW clients, doing so in an efficient and professional manner to obtain information on cashflow, arrange meetings and collect documentation.
The Assistant Wealth Manager will provide comprehensive financial planning administration service to support the Wealth Manager throughout the client onboarding process and maintaining on-going client relationships
Prepare rebalance sheets for client portfolios, place trades (on behalf of the Wealth Manager) and prepare recommendation letters based on information provided by the Wealth Manager;
The Assistant Wealth Manager will prepare documents for client meetings and will maintain client files for the wealth manager, making sure that these comply to company standards.
Input data within the CRM system for the Wealth Manager and communicate with platforms and service providers on direct institution of the Wealth Manager.
The Assistant Wealth Manager will Accompany the Wealth Manager to meetings and take notes as required as well as producing client-friendly investment reports.
1-3 years Wealth Management / Investment Management experience in a client support or investment support role.
An ambitious individual who would be keen to progress to a client facing role in the future.
Keen to pursue IAD if not already started.
Excellent interpersonal skills.
Being a good team player and able to use your initiative is essential
Passionate about a career in investment management