Private Client Wealth Management Specialist

Bentley Reid; Greater London; Ibrido; GBP 38.000 - 46.000; Tempo pieno

Descrizione del lavoro

Bentley Reid, a boutique private client wealth manager based in London with offices worldwide, is seeking a Wealth Management Executive to support our Client Directors in serving high net worth and internationally mobile families.

The role is London-based, full-time, hybrid (three days in the office) with an initial 6-month fixed-term contract and potential extension. You will manage day-to-day client administration, enquiries, and documentation, contributing to valuations and client reviews.

Competenze

• At least two years’ client support experience within financial services.
• Experience handling client enquiries and coordinating admin tasks.
• Maintaining accurate client records and KYC documentation.

Mansioni

• 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.

Conoscenze

Client support

Financial services knowledge

Communication skills

Organisation

KYC onboarding experience

CRM systems

Strumenti

CRM systems

Descrizione del lavoro

Bentley Reid, a boutique private client wealth manager based in London with offices worldwide, is seeking a Wealth Management Executive to support our Client Directors in serving high net worth and internationally mobile families.

The role is London-based, full-time, hybrid (three days in the office) with an initial 6-month fixed-term contract and potential extension. You will manage day-to-day client administration, enquiries, and documentation, contributing to valuations and client reviews.