Back to Job Search

Posted about 2 months ago

  • Sector: Trust
  • Job Ref: 40167

Provide support to the client support team in a forward thinking and innovative international wealth management organisation with a strong reputation in the marketplace, during this 6 month contract.

Within this role, you will provide an excellent service to clients, supporting the development of new business opportunities for the wealth management function, assisting with the day to day administration of client portfolios and overseeing the coordination of investment dealing, banking and administration dealings.

This is a great opportunity to gain experience working in a dynamic, progressive and high performing team, in a client-facing role, building close relationships with colleagues and working together to deliver trusted advice to help clients thrive.

Responsibilities will include:

  • Delivering a quality client service at all times and identifying new business opportunities  

  • Acting as a point of contact to clients and providing full expert support within the client team

  • Supporting Business Partners and Associate Directors by providing feedback about training needs and current processes

  • Building strong working relationships with clients, ensuring their needs are understood and products are tailored to meet these 

  • Acting as first line of defence relating to key activities and escalating any potential risk issues as required 

Experience and skills required:

  • Previous wealth management support experience 

  • Excellent client service skills, including confident communication skills 

  • A keen interest in developing business development skills

  • Experience managing internal relationships and influencing partners  

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

We are an equal opportunity employer and value diversity at all times.