Wealth Management Assistant, Investment Management, Worcester
Location: Worcester, West Midlands, United Kingdom
Company: JJ SEARCH LIMITED
Posted: 1 day ago
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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.
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