Executive Assistant - Wealth Management

JR United Kingdom; City Of London; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A leading company in wealth management is seeking a Wealth Management Assistant to provide support to their London office. This role involves managing client interactions, coordinating meetings, and supporting Wealth Managers while embodying the company's values of expertise and empathy. The ideal candidate will have prior experience in financial services and excellent interpersonal skills, ensuring a high standard of client satisfaction.

Benefits

28 days of annual leave plus UK bank holidays

10% monthly contribution towards flexible benefits

Private medical insurance

Life insurance

Competitive pension plan

Qualifications

• Prior experience in financial services, ideally within asset management or investment banking.
• Strong communicator and excellent team player.
• Positive, pro-active and 'can-do' attitude.

Responsibilities

• Greeting clients and managing meeting room bookings.
• Assist with client account openings and onboarding.
• General support to Wealth Managers and ad-hoc administration.

Skills

Communication

Organization

Problem Solving

Interpersonal Skills

Education

Experience in financial services

Client onboarding experience

Job description

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Executive Assistant - Wealth Management, london (city of london)

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Client:

Confidential Company

Location:

london (city of london), United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

16.06.2025

Expiry Date:

31.07.2025

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Job Description:

Our company operates in the wealth management sector, guiding clients through every stage of their financial journey. Our team brings together seasoned professionals with deep expertise in asset management, financial structuring, and business advisory services.

To support our continued growth, our London office is looking for a Wealth Management Assistant to provide day-to-day operational support to a team of 10. This is a varied and hands-on role, well-suited for a proactive and adaptable individual who is eager to contribute across multiple facets of the business and help ensure the smooth functioning of the office.

Position Description

• Greeting clients, visitors, and partners

• Coordinate meeting rooms, manage bookings, ensure rooms are prepared to high standards and refreshed throughout the day

• Maintaining stock within the office

• Handle incoming calls, enquiries, and emails efficiently and courteously

• Assist with client account openings and onboarding

• Assist with preparing proposals for clients

• Management of administrative/compliance and client files

• Provide general support to Wealth Managers in their activity

• Occasional assisting/ booking of staff travel

• Ad-hoc administration as required

Desired Profile

Beyond a CV, we seek a personality! Joining us means sharing our values: Expertise, entrepreneurship, innovation, empathy, and humanity.

You are the ideal candidate if you have:

• Prior experience in financial services, ideally within asset management, private equity or investment banking. Experience with client onboarding is highly desirable

• A strong communicator and an excellent team player

• A positive, pro-active and 'can-do' attitude

• A polished appearance since this is a client facing role

We are looking for someone with:

• Excellent interpersonal skills and a strong team spirit

• Strong organisational skills and ability to manage priorities effectively

• The ability to problem solve and be one step ahead

• Motivation and curiosity with a strong willingness to learn and grow

• Meticulous and detail-oriented • Reliable and trustworthy

• Customer-focused, with a constant concern for client satisfaction

• Be part of a growing initiative and actively contribute to its evolution

• Opportunities for both professional and career development

• 28 days of annual leave, plus UK bank holidays

• 10% monthly contribution towards flexible benefits, to use at your discretion

• Private medical insurance, life insurance, and a competitive pension plan

• Hybrid working model – one day per week working from home

• Access to an employee benefits platform

Start Date & Location

The position is set to begin in July 2025, based in London.

As part of a commitment to diversity and inclusion, the role is open to all qualified candidates, including those with disabilities.

It will be discussed during your recruitment process, it depends on your professional experience.