Wealth Management

2 days ago

London, United Kingdom Arbuthnot Latham Full time

***

**Job Purpose**

To support client facing Wealth Management personnel, Investment Managers (IMs) and Wealth Planners (WPs) by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.

**Key Responsibilities**

**Supporting Client Management & Administration**
- Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings, & valuations
- Provision of responsive, timely and high-quality administration support including; typing, photocopying, e-filing and phone calls
- Acting as a key contact point for all internal and external administrative queries
- Track all client documentation and data entry ensuring client records are maintained, accurate and in good order
- Ensure all administration follows Wealth Managements regulatory and procedural processes
- Assist the WMA Team Leader in projects and developing a team ethos of high standards of client service, upholding the Bank’s Values and Commitments as the business grows
- Management of account opening and closure paperwork, and fee invoicing administration
- NON-CERTIFICATION ROLE

**Key Interfaces**
- Work closely with all Wealth Management personnel to facilitate an outsanding client experience, including liaison with Private/Commercial Bankers and Private/Commercial Banking Executives
- Liaison with Client Transitions on general queries for take-on packs,static data updates and other Back Office Operations
- Compliance and other internal departments

**Person Specification**
***

**Knowledge / Experience**
- High net worth Wealth Management administration experience
- Strong organisational and administrative skills
- Responsive and proactive
- Understands the importance of and can deliver accuracy, is always conscientious and can work independently
- Effective written and verbal communication skills

**Qualifications**
- Suitable Wealth Management planning qualifications achieved or are working towards including (preferred)

**Competencies**
- Client focus
- Team Working
- Customer Focus
- Planning & Reviewing
- Working Pro-actively
- Communication & Confidence
- Works proactively
- Problem solving and judgement

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