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French speaking Investment Administrator

3 months ago

UK, UK, United Kingdom Integrity Talent Solutions Full time

Are you looking for a role in wealth management?


My client is a preeminent global Private Investment Adviser and Money Management firm. They are looking for a French speaking Investment Administrator.


Overview:


The brokerage team is focused on helping prospects and clients in France by providing specialised financial planning advice through a very common investment account type called Assurance Vie. We provide a much higher standard of service to clients than they typically get with existing Assurance Vie options and expect to grow our French business and improve the French market.


The Opportunity:


As a French Assurance Vie Associate, you will help support the team and its ambitious goals. You will coordinate with internal departments, prepare onboarding paperwork, help create sales deliverables, build new processes, and much more. By becoming a part of the new brokerage team, you will expand your knowledge in both finance and this market and be an essential part of a growing business. You will report to your Team Leader who will aid in your job training and ongoing professional development.


The Day-to-Day:


  • Support wealth engineers and investment counsellors with operational requests (portfolio recommendations, system updates, documentation) to ensure outstanding service to prospects and clients
  • Ensure we have appropriate documentation from clients to begin their relationship with us by partnering with internal departments and requesting necessary documents
  • Partner with the insurance company to complete administrative and operational requests for clients
  • Perform ad-hoc projects and brainstorm process improvements to support a growing department


Your Qualifications:


  • A university degree or equivalent combination of education and experience
  • Fluent French language proficiency and professional proficiency in English
  • Recruitment process will be in English
  • You are engaging and can connect with a wide array of audiences by phone and email
  • Commitment to maintain quality of work while sticking to a timeline
  • You meet challenges head-on. You learn from your setbacks and work towards improvement
  • Eager to work in an autonomous environment to support client needs


Join a team that’s bringing new approaches to wealth management daily


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