Sales/ Client Services Support; Wealth Management

  • Up to £40000
  • London, England, United Kingdom London England GB
  • Permanent, Full time
  • Non-disclosed
  • 17 Mar 18 2018-03-17

My client, a top Wealth Management firm, is looking for a sales support candidate from a wealth management background. This is an excellent role for someone who has experience and is looking for their next step to partner closely with a client service manager.

Client management support – assisting the team with their existing clients as well as new business development:  


  • Assisting with preparation and paperwork for client meetings and investment reviews
  • Attend client meetings and follow up on action points
  • Responding to client and intermediaries/third parties queries
  • Facilitating client on boarding, account set up and amendments
  • Be part of a wider team of Client Relationship Assistants
  • Ensuring that necessary client documentation is held and up to date
  • Assist with ad-hoc projects where possible (service offering, processes etc)
  • Client communication and dispatch of periodic reports (valuations, tax packs)  
  • Client Relationship Management system maintenance


Investment process

  • Attending regular investment team meetings and internal updates
  • Attending regular Client Team meetings
  • Annual review of client’s investment objectives and restrictions
  • Portfolio modelling and implementation of client’s investment strategy
  • Initiate, monitor and ensure completion of investment trades
  • Responsibility for Corporate Actions and clients’ outliers

If this role looks like the sort of thing that you might be interested in then please get in touch ASAP