Team Lead - Wealth Management
BR-1301
Team Lead - Finance Operations – Wealth Management in Mayfair: £50 – 60,000
This is a newly created role to join a prestigious investment management firm whose Mayfair office is made up of around 300 professionals. Your role will combine overseeing and mentoring a small administration / PA / support team as well as assisting investment managers with their UHNW client work (e.g. onboarding clients, KYC, transactions, etc).
A background in boutique investment management / private banking / HNW or family office will be essential as well as experience with line management of a team – to include creating workflows, monitoring and reporting.
This is an established, professional environment and you will have both internal and external (client) stakeholders – as such communication skills and attention to detail are both paramount.
You will have significant experience in client service / investment support as the role will involve working on processes and monitoring Client Executive workloads, reporting in to the Head of Client Services.
Great office and team environment, with an inclusive culture. Mayfair location with the opportunity to WFH one day per week after probation.
£50-60,000, plus enhanced pension, discretionary bonus and private medical insurance.