Wealth Management Administrator - London, United Kingdom - MB Fitzgerald

MB Fitzgerald

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

A leading City based Private Bank is seeking to recruit an experienced Wealth Management Administrator to provide high level holistic support to a long establish UHNW client book.

Purpose foy the role will be to support client facing Wealth Management personnel, Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.

Job Description Key Responsibilities

Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings, & valuations
Provision of responsive, timely and highquality administration support including; typing, photocopying, efiling and phone calls
Acting as a key contact point for all internal and external administrative queries
Track all client documentation and data entry ensuring client records are maintained, accurate and in good order
Ensure all administration follows Wealth Managements regulatory and procedural processes
Assist the WMA Team Leader in projects and developing a team ethos of high standards of client service, upholding the Bank's Values and Commitments as the business grows
Management of account opening and closure paperwork, and fee invoicing administration

Key Interfaces:

Work closely with all Wealth Management personnel to facilitate an outstanding client experience, including liaison with Private/Commercial Bankers and Private/Commercial Banking Executives
Liaison with Client Transitions on general queries for takeon packs, static data updates and other Back Office Operations
Compliance and other internal departments

Knowledge / Experience:

High net worth Wealth Management administration experience
Strong organisational and administrative skills
Responsive and proactive
Understands the importance of and can deliver accuracy, is always conscientious and can work independently
Effective written and verbal communication skills

Qualifications:

Suitable Wealth Management planning qualifications achieved or are working towards including (preferred)

Competencies:

Client focus
Team Working
Customer Focus
Planning & Reviewing
Working Proactively
Communication & Confidence
Works proactively
Problem solving and judgement

This is an excellent opportunity at a top set-up who can offer highly competitive salary, 32k to 39k plus comprehensive benefits (25 days, bonus, PMI, Pensions etc) and bonus.

This client can offer a hybrid working environment with three days in the office and two from home (specific days can vary week on week dependent on business needs).