Senior Client Services Manager - Wealth Management

Meredith Brown Associates
London, United Kingdom
02 Feb 2023
24 Feb 2023
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Key Responsibilities:
  • Provide appropriate support to the Private Client Investment Managers, liaising with the team and clients on a daily basis
  • Day to day handling of client queries and client management
  • Prepare investment proposals and presentations to professional connections
  • Facilitate the smooth processing of new and existing business
  • Support preparation of client reviews, portfolio attribution and attend meetings when needed
  • Assist with monitoring the performance and work throughput of the administration, to ensure standards are maintained and deadlines are met
  • Provide management information as required
  • Understand and comply with regulations and principles applying to the role and procedures

Background experience:
  • Previous wealth management private client services experience is essential;
  • Good knowledge of business processes and procedures relevant to role
  • Communicates professionally with clients and colleagues
  • Adapts to change quickly and easily
  • Willing to work to obtain qualifications relevant to the role
  • Accuracy, numeracy, attention to detail
  • Clear and concise communication skills - verbal and written
  • Ability to meet deadlines/work within restricted timescales
  • Ability to work on own initiative to achieve required results
  • Intermediate knowledge of MS Office Suite (Word/Excel/PowerPoint) and Outlook needed

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted
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