Wealth Client Relations Associate: Portfolios & Strategy

Corient; Greater London; Sur place; GBP 35 000 - 55 000; Plein temps

Résumé du poste

Corient in London is seeking a capable assistant to Wealth Advisors, supporting day-to-day client book management, responding to queries, and assisting in portfolio modelling and investment strategy implementation.

You will handle client communications, periodic reporting, and KYC reviews, working across teams to ensure smooth operations and accurate documentation. A degree and strong MS Office skills are essential, with a proactive, service-oriented mindset.

Qualifications

• Degree qualification or equivalent.
• Sound knowledge of a range of investment products across asset classes.
• Good analytical skills.
• 1-5 years experience in assisting in the management of a book of UHNW/HNW clients.
• Strong organisational and MS Office skills (Excel & PowerPoint).
• High attention to detail and accuracy.
• Ability to use initiative and work independently.
• Excellent communication skills, written and spoken.
• Willingness to take on increasing levels of responsibility.
• QCA level 4 qualification with view to QCA level 6 imminently.

Responsabilités

• Support the Wealth Advisors in day-to-day management of the client book.
• Help maintain existing client relationships.
• Assist in preparing and presenting to prospective clients.
• Assist in managing clients’ investment portfolios.
• Maintain CRM and review model restrictions.
• Produce MI reporting for senior management as required.
• Coordinate treasury payments and deposits and record them.
• Respond to client queries promptly and professionally.
• Ensure documentation is up-to-date and recorded on CRM.
• Model and implement client investment strategies and changes.
• Prepare and implement investment recommendations.
• Post-trade monitoring to ensure accurate execution.
• Distribute periodic client reports to maintain communication.
• Organise client meetings and prepare documents for them.
• Lead client meetings when required.

Connaissances

Investment products knowledge

Analytical skills

Organisational skills

Communication skills

Initiative

Independence

Attention to detail

QCA level 4

Formation

Degree qualification or equivalent

Outils

MS Office

Excel

PowerPoint

Description du poste

Corient in London is seeking a capable assistant to Wealth Advisors, supporting day-to-day client book management, responding to queries, and assisting in portfolio modelling and investment strategy implementation.

You will handle client communications, periodic reporting, and KYC reviews, working across teams to ensure smooth operations and accurate documentation. A degree and strong MS Office skills are essential, with a proactive, service-oriented mindset.