Wealth Management Executive

Bentley Reid; Greater London; Híbrido; GBP 38.000 - 46.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Client support

Financial services knowledge

Communication skills

Organisation

KYC onboarding experience

CRM systems

Herramientas

CRM systems

Descripción del empleo

London · Full-time · Hybrid: three days a week in the office

Contract: Initial 6 month fixed term contract, with the potential for extension

Remuneration: Competitive and commensurate with experience

Are you working in financial services client support and looking for a role that combines direct client contact with varied, hands-on administration?

Bentley Reid is a staff and family owned boutique private client wealth manager, based in London with offices in Hong Kong, Dubai and Malta. We are looking for a Wealth Management Executive to support our Client Directors in looking after high net worth individuals and internationally mobile families.

The role

You will help keep clients’ day-to-day arrangements running smoothly: responding to enquiries, coordinating documentation and reporting, and following up outstanding actions. The work involves contact with clients and third-party providers, including private banks, offshore insurance companies and trustees.

Your responsibilities will include:

• 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.

What you will bring

You will have at least two years’ relevant client support experience within financial services, including handling client enquiries, coordinating administrative tasks and maintaining accurate records.

You will also bring:

• A careful, organised approach and strong attention to detail
• Clear, professional written and verbal communication
• The ability to prioritise requests and follow tasks through to completion
• Experience supporting private clients, internationally mobile families or trusts and trustees would be helpful, but is not essential
• Previous experience within wealth management, private banking or financial planning, particularly involving custodians, investment platforms, offshore investment bonds and client onboarding, would be advantageous.

What we offer

The role provides exposure to a broad range of private-client arrangements and the opportunity to work with our Client Directors.