Wealth Management Assistant , Investment Management , Worcester

JR United Kingdom; Worcester; On-site; GBP 25,000 - 35,000; Full time

Job summary

Join a forward-thinking Wealth Management firm as a Wealth Management Assistant in Worcester. This exciting role involves supporting Investment Managers in building strong client relationships and providing exceptional administrative support. You will handle tasks such as account management, stock transfers, and preparing reports, all while ensuring high accuracy and attention to detail. If you have a passion for finance and a desire to excel in client support, this opportunity offers a dynamic environment where your contributions will make a significant impact. Embrace the chance to grow your career in a reputable firm dedicated to client success.

Qualifications

• Strong interest in Wealth Management support roles.
• 1-2 years of Financial Services Client Support experience preferred.

Responsibilities

• Support Investment Managers with client administrative tasks.
• Handle account openings, stock transfers, and payments.
• Produce Excel reports from Avaloq data.

Skills

Client Relationship Management

Attention to Detail

Organizational Skills

Interpersonal Skills

Education

Bachelor's Degree in Finance

Financial Services Client Support Experience

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Avaloq

Job description

Job Description:

The Client

An established and widely known Wealth Management firm servicing Investment Management needs for High-Net-Worth Clients.

The Role

This is a fantastic opportunity to join a busy Wealth Management firm in their Worcester office, supporting Investment Managers to develop and maintain strong client relationships and provide excellent service.

The successful candidate will confidently support the Investment Management team with daily client administrative and portfolio tasks, including monitoring client portfolios in line with company procedures and models.

The Wealth Management Assistant will assist in building and maintaining client relationships by providing first-class investment administrative support, including writing file notes, drafting letters, and arranging client meetings.

Responsibilities include handling account openings and closures, stock transfers, payments, updating Avaloq with static data, and producing Excel reports from Avaloq data.

The role also involves supporting trade placement in Avaloq based on instructions received, ensuring accurate execution and booking, as well as preparing for client pitches and meetings, and supporting ongoing projects as needed.

The Candidate

A candidate with a strong interest in Wealth Management support roles, either a recent Financial graduate interested in Wealth Management or someone with 1-2 years of Financial Services Client Support experience.

Proficient in Word, Excel, and PowerPoint, with good organizational skills.

High accuracy and attention to detail to ensure quality output.

Excellent interpersonal skills, team working, and influencing abilities.