Wealth Management Assistant , Investment Management , Worcester

JJ SEARCH LIMITED; Worcester; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading Wealth Management firm in Worcester seeks a Wealth Management Assistant to support Investment Managers. The role involves client relationship management, administrative tasks, and portfolio monitoring. Ideal candidates are recent financial graduates or have relevant experience, with strong organizational and interpersonal skills.

Qualifications

• Interest in Wealth Management, especially in a Client Support role.
• 1-2 years of Financial Services Client Support experience.

Responsibilities

• Support Investment Managers with client administrative and portfolio tasks.
• Help develop and maintain client relationships.
• Assist with account opening, stock transfers, and payments.

Skills

Organizational Skills

Interpersonal Skills

Attention to Detail

Teamwork

Influencing Skills

Education

Recent Financial Graduate

Tools

Excel

Word

PowerPoint

Job description

Wealth Management Assistant, Investment Management, Worcester

Location: Worcester, West Midlands, United Kingdom

Company: JJ SEARCH LIMITED

Posted: 1 day ago

Note: This advertiser has chosen not to accept applicants from your region.

Full 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 strong client relationships and provide excellent service.

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

The Wealth Management Assistant will help develop and maintain client relationships by providing first-class investment administrative support, including writing file notes, drafting letters, and arranging client meetings.

Responsibilities include account opening and closing, stock transfers, payments, updating Avaloq with static data, and producing Excel reports from Avaloq data.

The role also involves supporting trade placements in Avaloq, based on instructions received, ensuring accurate execution and booking.

The assistant will support preparation for client pitches and meetings, and assist with ongoing projects as needed.

The Candidate

• Interest in Wealth Management, especially in a Client Support role.
• Recent Financial graduate or 1-2 years of Financial Services Client Support experience.
• Proficient in Word, Excel, and PowerPoint.
• Strong organizational skills.
• High accuracy and attention to detail.
• Excellent interpersonal, teamwork, and influencing skills.