Wealth Manager
1 month ago
Location: London / Manchester / Bristol
Salary/Rate: £200 - £250
Job Type: Rolling Contract
We are seeking a detail-oriented and organised Wealth/Asset Administrator to join our financial services team. The ideal candidate will support the management of client assets, ensuring effective communication, compliance, and overall portfolio performance.
Job Responsibilities/Objectives- Portfolio Management
- Assist in the administration of client investment portfolios.
- Monitor market trends and performance metrics to provide insights for investment strategies.
- Client Communication
- Serve as a primary point of contact for clients regarding their accounts.
- Prepare and present regular performance reports to clients.
- Financial Planning Support
- Collaborate with financial advisers to develop and implement client financial plans.
- Assist in retirement, tax, and estate planning discussions.
- Ensure all activities comply with regulatory requirements and internal policies.
- Research and Analysis
- Conduct thorough market research to identify potential investment opportunities.
- Analyse financial data and generate reports to inform decision-making.
- Collaboration
- Work closely with financial advisers, accountants, and legal professionals to ensure a comprehensive approach to client wealth management.
- Bachelor's degree in Finance, Business Administration, or a related field.
- Proven experience in wealth management, asset administration, or a related field.
- Proficient in financial software and Microsoft Office Suite.
If you are interested in this opportunity, please apply now with your updated CV in Microsoft Word/PDF format.
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