We are seeking a highly motivated and detail-oriented Private Client Associate to join our Private Client Services team. The successful candidate will be responsible for providing personalized service to our high-net-worth clients, supporting the team in managing client relationships, and ensuring that client needs are met with the highest level of professionalism and efficiency.

Key Responsibilities:

• Client Relationship Management:

  • Act as the first point of contact for private clients, providing exceptional service and maintaining strong relationships.
  • Assist in onboarding new clients, including gathering necessary documentation and ensuring compliance with regulatory requirements.
  • Respond to client inquiries promptly, resolving issues and escalating when necessary.
  • Coordinate with internal teams to deliver tailored solutions that meet the unique needs of each client.

• Account Management:

  • Manage and monitor client accounts, ensuring accuracy and attention to detail in all transactions.
  • Prepare and review client reports, including portfolio performance, account statements, and transaction summaries.
  • Assist in the execution of investment strategies and ensure that all client activities comply with the firm’s policies and regulatory requirements.

• Administrative Support:

  • Provide administrative support to the Private Client Manager and team, including scheduling meetings, preparing documents, and managing correspondence.
  • Maintain and update client records, ensuring data integrity and confidentiality.
  • Assist in the preparation of presentations, proposals, and other client-facing materials.

• Research and Analysis:

  • Conduct research on market trends, investment opportunities, and client portfolios.
  • Support the team in analyzing client portfolios and providing recommendations for improvement.
  • Stay informed about industry developments, regulatory changes, and best practices in private client services.

• Compliance and Risk Management:

  • Ensure all client interactions and transactions adhere to the firm’s compliance standards and regulatory requirements.
  • Assist in the identification and mitigation of risks associated with client accounts.
  • Participate in regular audits and reviews to ensure compliance with internal policies and external regulations.

Qualifications:

• Experience:
  • Minimum of 1 years of experience in a sales role, preferably within the financial services or wealth management industry.
  • Experience working with high-net-worth clients is highly desirable.
• Skills:
  • Strong interpersonal and communication skills, with the ability to build and maintain relationships with high-net-worth clients.
  • Excellent organizational skills and attention to detail.
  • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and familiarity with CRM systems.
  • Ability to work independently and as part of a team in a fast-paced environment.

Key Competencies:

• Client-focused mindset with a commitment to delivering exceptional service.
• High ethical standards and a commitment to maintaining client confidentiality.
• Strong analytical and problem-solving skills.
• Ability to manage multiple priorities and meet deadlines under pressure.
• Proactive and self-motivated with a strong desire to learn and grow within the role.

Benefits:

• £35,000 per annum and performance-based bonuses.
• Comprehensive health, dental, and vision insurance.
• Retirement savings plan with employer match.
• Professional development opportunities.
• Generous paid time off and holiday schedule.