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This range is provided by JJ SEARCH LIMITED. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Salary 35-48K (depending on qualifications)
The Client
Our client is a highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London.
The Role
This is an exciting opportunity for someone with 2-3 years Investment experience, looking to develop their career in Wealth Management, within a highly successful and expanding company.
The Assistant Wealth Manager will provide support and assistance to a Wealth Manager and their book of clients, in ensuring that HNW Private Clients receive a first-class service.
The Assistant Wealth Manager will be prepared to study Investment Management exams towards becoming a Wealth Manager longer term.
The Assistant Wealth Manager will ensure all current/new client account data is complete, up-to-date and accurate at all times to include the writing and renewal of Investment Policy Statements.
The Assistant Wealth Manager will be responsible for the production of investment reports and presentations for existing and prospective clients, also attend client meetings and participate by providing factual information and acting as the reference point for any administration queries.
The Assistant Wealth Manager will manage quarterly fees and performance reporting and will proactively set review dates with clients and co-ordinate client visits.
The Assistant Wealth Manager will build a good working understanding of the Central Investment team proposition and will take on basic execution only trades.
The Assistant Wealth Manager will help to generate new ideas and initiatives to help promote the firm to potential clients.
The Client
2 years experience in an Investment Support / Junior Investment role within Wealth Management or Private Client Investment Management.
Keen to work towards IAD if not already achieved.
Keen to develop client facing skills within Wealth Management.
Takes initiative for own work within an understood framework of scope and authority.
Deals with issues promptly, professionally, and effectively without reminders
Seniority level
* Seniority level
Not Applicable
Employment type
* Employment type
Full-time
Job function
* Job function
Finance, Analyst, and Administrative
* Industries
Investment Management, Financial Services, and Investment Banking
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