Client Advisor Assistant

Brown Shipley | A Quintet Private Bank; West Bridgford; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading private bank is seeking a Client Advisor Assistant to support Client Advisors and enhance client relationships. This role involves administrative, commercial, and operational support, ensuring compliance and accurate record management. Applicants should have strong knowledge of the UK wealth management industry and excellent communication skills. Proficiency in Microsoft Office and relevant experience are essential.

Qualifications

• Strong knowledge of the UK wealth management industry and experience supporting multiple advisors.
• Understanding of risk, regulatory obligations, and client data management.
• Experience in a similar role and working towards CISI or CFA Level 4 is encouraged.

Responsibilities

• Support the Private Banking client-facing team by assisting Client Advisors in managing client wealth.
• Prepare for client meetings and follow up on post-meeting actions.
• Respond to client queries professionally and maintain accurate client records.

Skills

Excellent communication skills

Team player

Organisational skills

Solution-oriented

Tools

Microsoft Office

Knowledge of investment products

Job description

Join to apply for the Client Advisor Assistant role at Brown Shipley | A Quintet Private Bank

Purpose of the Job

Our parent company, Quintet Private Bank, is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (<1,800 employees across 30 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth.

When you join us, you join a company that values diversity, equal access to opportunities, career development, collaboration, and inclusiveness. We want our employees to feel proud of being part of a company that is committed to doing the right thing. You will have the opportunity to grow your career while developing personally and professionally through various resources and programmes.

As a Client Advisor Assistant, you will work closely with the Client Advisors, actively contributing to developing sustainable client relationships and a strong client experience. You will provide administrative, commercial, organisational, and operational support across multiple client-related processes covering the entire lifecycle of the client families we serve.

Key Accountabilities

• Support the Private Banking client-facing team by assisting Client Advisors in managing client wealth in line with their aspirations and risk appetite.
• Prepare for client meetings, attend meetings as required, and follow up on post-meeting actions such as payments.
• Contact clients as requested to meet their needs, including arranging meetings and reviews.
• Respond to client queries professionally and maintain accurate client records.
• Liaise with operations and administration units as needed.
• Prepare and dispatch client valuation records in accordance with regulatory requirements.
• Assist with team projects and ensure compliance with client profile update processes.
• Handle valuations, payments, and record cash receipts/transfers.
• Update client files and support other teams as required.
• Adhere to a culture of compliance in all tasks.
• Develop professional expertise through training and qualifications.

Knowledge and Experience

Strong knowledge of the UK wealth management industry and experience supporting multiple advisors. Understanding of risk, regulatory obligations, and client data management.

Attributes and Qualities

Excellent communication skills, a professional telephone manner, high accuracy, well-organised, solution-oriented, and a team player.

Technical Skills

Proficient in Microsoft Office, experience with G2 and Intelligent Office, and knowledge of investment products, compliance, and regulations. Experience in similar roles and working towards CISI or CFA Level 4 is encouraged.

Languages Skills

Fluent in English; additional European languages are advantageous.