ACCOUNT MANAGER | PRIVATE CLIENT SUPPORT
COMPETITIVE SALARY | LONDON | GROWING WEALTH MANAGEMENT FIRM
This is a fantastic opportunity for an ambitious and detail-driven professional to step into a client-facing support role at the heart of a growing discretionary wealth management business. Our client is an established and expanding firm with a strong private client offering, and they are looking for a capable Account Manager to join their London team.
If you have a solid grounding in wealth management administration, whether as a Private Client Administrator, Wealth Manager Assistant, or Junior Paraplanner, and you thrive in a fast-paced, high-standards environment, this could be a genuinely exciting next step.
The role:
• Serve as the primary point of contact for account management and administrative matters across the private client team
• Prepare bespoke investment proposals for prospective and existing clients
• Assist with the preparation of investment order books and bulk trade execution for model portfolios
• Handle a variety of client queries under the supervision of senior relationship managers
• Carry out daily portfolio administration, including monitoring cash balances, responding to corporate actions, and rebalancing portfolios to agreed mandates
• Prepare and review monthly marketing documents distributed to clients
• Maintain the high-risk asset approval list and support compliance and performance reporting
• Assist relationship managers with ad-hoc projects as required
What we’re looking for:
• At least 3 years’ experience in an administrative role within a wealth management environment
• Junior Paraplanner experience is a distinct advantage
• Strong working knowledge of AML, KYC, and due diligence requirements
• Impeccable attention to detail and excellent time management
• Strong written and verbal communication skills, with experience in report writing desirable
• The ability to work independently and collaboratively, prioritising effectively to meet deadlines
• Relevant industry qualifications preferred but not essential
What’s on offer:
• Competitive salary dependent on experience
• The opportunity to join a growing business
• A collaborative and professional team environment in a central London office
This is a role for someone who takes pride in their work, understands the demands of private client wealth management, and is ready to grow with a business that values precision, professionalism, and client service above all else.
If this sounds like you, get in touch, we’d love to have a conversation.
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