Senior Client Services Manager - Wealth Management

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