Wealth Management Investment Support Assistant

LGT – Private Banking und Asset Management; Bristol; On-site; GBP 30,000 - 40,000; Full time

Job summary

A private banking firm in Bristol is seeking an Administrative Support professional to assist Investment Managers. Responsibilities include managing client inquiries, ensuring accurate documentation, and maintaining records. Ideal candidates will have a Level 4 Investment Advice Diploma or be willing to achieve it, along with prior experience in a Front Office wealth management setting. The role requires initiative, professionalism, and proficiency in Microsoft Office.

Qualifications

• Desirable to have Level 4 Investment Advice Diploma or willingness to work towards it.
• Experience in a Front Office environment, ideally in Wealth Management.
• Ongoing professional development is required.

Responsibilities

• Provide administrative support to Investment Managers.
• Assist in collating and distributing account opening packs.
• Monitor account opening and asset transfers to meet service standards.
• Resolve client queries regarding their portfolios.
• Maintain comprehensive and accurate client records.

Skills

Initiative

Teamwork

Professionalism

Attention to detail

Client communication

Education

Level 4 Qualified (Investment Advice Diploma)

Tools

Microsoft Office

Front office systems

Job description

A private banking firm in Bristol is seeking an Administrative Support professional to assist Investment Managers. Responsibilities include managing client inquiries, ensuring accurate documentation, and maintaining records. Ideal candidates will have a Level 4 Investment Advice Diploma or be willing to achieve it, along with prior experience in a Front Office wealth management setting. The role requires initiative, professionalism, and proficiency in Microsoft Office.