Wealth Management Support Officer

2 weeks ago

London, Greater London, United Kingdom Montpellier Resourcing Full time
Up to £45,000 plus bonus and benefits

Hybrid working available


Due to exciting growth and business needs, a fantastic opportunity has arisen to join a highly boutique wealth management firm in the heart of London, as they seek a high-level support assistant to work directly with the company's Director.

We are seeking candidates with experience working within private banking or investment management, who are seeking a dynamic role where they can get involved with a bit of everything This role will involve client administration, assisting with areas of compliance and finance, as well as elements of EA support.

If you have experience working within this field, have an exceptional attention to detail and are looking to work in a client focussed environment, then APPLY TODAY


Duties of the Wealth Management Support Officer to include:nThe primary responsibility involves supporting the company's CEO, handling daily administrative duties, and implementing the Director's investment decisions through the portfolio management system.nMaintain and update client files.nSupport Compliance department obligations, including involvement in client onboarding processnVerify trade settlements and reconcile them within the portfolio management system.nGenerate monthly and quarterly client reports.nPrepare quarterly client invoices.nCompile client portfolio performance data and conduct analysis.nRecord minutes for internal and external meetings.nAddress ad-hoc client inquiries.nEngage in project tasks, both administrative and operational.

Requirements for the successful Wealth Management Support candidate to include:nA minimum of 3 years of relevant work experience, preferably with trading or wealth management backgroundnStrong attention to detail, organizational abilities, and multitasking skillsnBachelor's degree in Finance, Economics, Business Management, or related fieldnDesired skills include analytics, finance knowledge, and portfolio management expertisenProficiency in investment-related tasks and analytical softwarenExcellent IT proficiency, including Excel and WordnEffective communication abilitiesnSound understanding of risk and compliancenPossession of a minimum Level 4 Investment Management Qualification (desirable)

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.

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