Wealth Management Executive

Job overview

Based in our London office · Full-time · Hybrid: three days a week in the office

Contract: Initial 6 month fixed term contract, with the potential for extension

Remuneration: Competitive and commensurate with experience

The role

You will help keep clients’ day-to-day arrangements running smoothly: responding to enquiries, coordinating documentation and reporting, and following up outstanding actions. The work involves contact with clients and third-party providers, including private banks, offshore insurance companies and trustees.

Your responsibilities will include:

• Supporting Client Directors with client administration and handling client and third-party enquiries.
• Helping prepare quarterly valuations, annual suitability reviews and client review packs.
• Coordinating client meetings, diaries and supporting documentation.
• Maintaining accurate client records and monitoring know your client documentation and outstanding information.
• Working with private banks on loan administration and deposit renewals.
• Administering client payments and associated tax certificates.
• Assisting with account opening, client onboarding and associated KYC requirements, liaising with custodians, investment platforms and other providers.

What you will bring

You will have at least two years’ relevant client support experience within financial services, including handling client enquiries, coordinating administrative tasks and maintaining accurate records.

You will also bring:

• A careful, organised approach and strong attention to detail
• Clear, professional written and verbal communication
• The ability to prioritise requests and follow tasks through to completion
• Experience supporting private clients, internationally mobile families or trusts and trustees would be helpful, but is not essential
• Previous experience within wealth management, private banking or financial planning, particularly involving custodians, investment platforms, offshore investment bonds and client onboarding, would be advantageous.

What we offer

The role provides exposure to a broad range of private-client arrangements and the opportunity to work with our Client Directors.