Account Manager, Wealth Management

IPOE Consulting Limited; Greater London; In loco; GBP 42.000 - 62.000; Tempo pieno

Descrizione del lavoro

IPOE Consulting Limited in London seeks an Account Manager to support the private client team. The role requires at least 3 years in wealth management admin, with junior paraplanner exposure preferred.

You will manage client enquiries, prepare bespoke investment proposals, and handle daily portfolio administration and reporting. Sponsorship is not offered; right to work in the UK is essential.

Competenze

• Minimum 3 years in administrative roles within wealth management.
• Paraplanner exposure is advantageous.
• Knowledge of AML, KYC and due diligence requirements.

Mansioni

• Serve as main contact for account management administrative matters.
• Prepare bespoke investment proposals for clients.
• Prepare investment order books and enter bulk trades.
• Handle client queries under supervision.
• Daily portfolio administration and rebalance to mandates.
• Prepare and review monthly client marketing documents.
• Assist with ad-hoc projects including compliance reporting.

Conoscenze

Wealth management admin experience

Junior paraplanner exposure

Independent and team work

Task prioritisation

Report writing (desirable)

AML/KYC/Due Diligence knowledge

Industry qualifications preferred

Descrizione del lavoro

An excellent opportunity for an enthusiastic and hardworking Account Manager to join a growing financial services firm. The role will require the candidate to have at least 3 years' experience in a wealth management firm, preferably as a private client administrator, wealth manager assistant or junior paraplanner, to support the private client team in the London office.

Main responsibilities;

• Serve as main point of contact for all account management administrative matters
• Preparation of bespoke investment proposals for potential and existing clients
• Preparation of investment order books and entering bulk trades for model portfolios
• Dealing with a variety of client queries under supervision
• Daily portfolio administration on behalf of relationship managers, including monitoring of credit inflows and debit cash balances, responding to corporate action notices and rebalancing of client portfolios to their agreed mandates
• Preparation and review of monthly marketing documents sent out to clients
• Assisting relationship managers with other ad-hoc projects, including monthly and yearly compliance reporting and performance reviews
• Such other activities that may reasonably be required

To be considered for this position, ideal candidates must have the following experience and skills;

• At least 3 years' experience in administrative roles within a wealth management space
• Junior paraplanner experience preferable
• Ability to work independently and as part of a team
• Capability to prioritize tasks in order to meet deadlines
• Experience in writing report is desirable
• Knowledge of Anti-Money-Laundering, KYC and Due Diligence requirements
• Relevant Industry qualifications are also preferred but not required

Candidates must also have the right to work in the UK. I’m afraid sponsorship isn’t offered for this position.

Due to the high volume of CVs that we receive, only successful candidates will be contacted. Thank you for your time and patience.