Wealth Management Professional
2 days ago
Job Title: Wealth Management Associate
About the Role:
As a Wealth Management Associate, you will work closely with a Wealth Manager in a dynamic and rapidly expanding wealth management company. Your primary responsibility will be to assist in the management of client relationships and technical administration.
Key Responsibilities:
- Prepare client meeting packs, meeting notes, and action schedules.
- Process all new business, ensuring company processes and procedures are adhered to.
- Maintain contact with clients, resolve queries, direct enquiries, and manage the relationship in a professional manner.
- Process fund switches and update valuations, client details.
- Coordinate client reviews, ensuring consultants have the required information.
- Help consultants with diary management and organize meetings.
- Work as a productive part of your team, managing objectives and ensuring the best levels of client management are maintained.
- Attend client meetings when required and help build relationships.
Requirements:
To succeed in this role, you must have previous financial services experience, ideally gained from a similar organization. Exposure to working with High Net Worth or Ultra High Net Worth clients would be an advantage. You will also need to display excellent communication skills, a strong work ethic, and a desire to do well and have an all-round positive and enthusiastic approach.
About the Company:
Oval Recruit Ltd is an award-winning London-based Wealth Management Company. They have a strong reputation and believe in developing employees' knowledge and offering strong career development opportunities. The company offers an excellent, structured training and development programme and will assist you with professional qualifications.
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