Client Services, Wealth Management

IPOE Consulting Limited; Greater London; Sur place; GBP 45 000 - 65 000; Plein temps

Résumé du poste

IPOE Consulting Limited, a growing financial services firm in London, is seeking an enthusiastic Account Manager to support the private client team.

The role requires at least 3 years’ experience in wealth management administration, with duties ranging from client queries and portfolio administration to preparing bespoke proposals and compliance reporting. You will work closely with relationship managers in a fast-paced office and must have the right to work in the UK.

Qualifications

• 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 prioritise tasks in order to meet deadlines.
• Experience in writing reports is desirable.
• Knowledge of Anti-Money-Laundering, KYC and Due Diligence requirements.
• Relevant Industry qualifications are also preferred but not required.

Responsabilités

• 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.

Connaissances

Independent work

Teamwork

Deadline prioritization

Report writing

AML/KYC knowledge

AML/KYC

Industry qualifications

Formation

Industry qualifications (preferred)

Description du poste

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.