Location
London

Hours
Full Time

Salary
Negotiable

About the Role
Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services.

A Wealth Management Professional provides client service management support and operational support within the team in the implementation of new client accounts, trade execution, liquidity management, and ongoing maintenance of existing clients. You will leverage your operational background and experience to contribute to a growing business, work closely with Private Wealth Advisors and Sales teams to provide seamless transactional coverage of clients, and serve as a client point of contact for operational requests, account queries, and all service needs.

Key responsibilities include planning, coordinating, and executing new client onboarding, including account opening and required documentation; maintaining and updating existing client accounts through periodic reviews, standing instructions, and service requests; managing cash balances and private banking services in accounts; and executing, processing, and reconciling trading and other investment related transactions.

Experience
2-5 years of prior work experience in a relevant field.
Experience in a client facing role with a strong client service mindset.
Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook).

About you
Fluency in English is required; a second European or Middle Eastern language is desirable.
Highly organized with exceptional attention to detail and follow-through.
Strong ability to manage multiple projects with competing deadlines.
Ability to work in a fast-paced environment.
Team player with a positive attitude and strong work ethic.
Ability to adapt quickly to a variety of industries and businesses.
Ability to self-direct, analyze, evaluate and form independent judgments.
Ability to form and manage stakeholder relationships with all concerned internal groups, including Compliance, Operations, and Legal.
High levels of integrity, ethical standards, and sound judgment.

Qualifications
No specific qualifications are stated; however, relevant experience and skills as outlined above are essential.