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About the Role
The role is responsible for supporting Wealth Advisors with the day-to-day management of the client book, responding to client queries, portfolio modelling, and implementing clients’ investment strategy. This includes regular client correspondence, dispatching periodic reporting, and undertaking KYC reviews. The role may also involve contributing to the development and implementation of new systems.
Responsibilities
- Support Wealth Advisors with the day-to-day management of the client book.
- Help maintain existing client relationships.
- Assist in preparing and presenting to prospective clients.
- Assist in managing clients’ investment portfolios.
- Maintain CRM system and review restrictions, including model reviews.
- Produce MI reporting and present to senior management as required.
- Coordinate payments and deposits, recording payments in the monitoring system.
- Respond to client queries in a timely, professional, and accurate manner.
- Ensure necessary documentation is in place and record details on the CRM system.
- Perform accurate and timely portfolio modelling and order building, including constructing and implementing model changes across the client book.
- Prepare and implement investment recommendations.
- Monitor post-trade execution to ensure accuracy.
- Communicate and dispatch periodic reporting to clients.
- Organize client meetings and coordinate with involved parties.
- Prepare documents for client meetings.
- Contribute in client meetings, leading on occasion.
- Prepare and check valuations for a subset of clients monthly and quarterly, and distribute client reports.
- Conduct investment analysis and research.
- Carry out independent research on unfamiliar topics and provide objective recommendations.
- Ensure a full set of up-to-date documentation is on the client file.
- Aspire to take on responsibility for a portion of the client book and work towards inheriting a book of clients.
- Promote and develop robust operating procedures across the business.
- Adhere to business operating procedures and provide enhancements and changes when identified, ensuring proper documentation.
- Assist in the preparation and implementation of new systems, ensuring all client relationship requirements are met.
Requirements
- 1-5 years of experience in assisting in the management of a book of UHNW / HNW clients.
- Strong organizational and MS Office (particularly Excel & PowerPoint) skills are essential.
- High attention to detail and accuracy.
- Ability to use initiative and work independently.
- Excellent communication skills, written and spoken.
- Comfortable and willing to take on increasing levels of responsibility.
- QCA level 4 qualified with a view to becoming QCA level 6 qualified imminently.
Skills
- Sound knowledge of a range of investment products across asset classes.
- Good analytical skills.
- Strong organizational skills.
- MS Office proficiency (particularly Excel & PowerPoint).
- High attention to detail.
- Accuracy.
- Initiative.
- Independent work ability.
- Excellent communication skills (written and spoken).
- Willingness to take on responsibility.
- Strong interest in finance.
- Mindset of continuous development of macro-economic and finance knowledge.
Location
- London
Work Type
- Full-time
Experience Level
- Associate
- Assistant
Education Level
- Degree qualification or equivalent
- QCA level 4 qualified
- QCA level 6 qualified
About the Company
- Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients.
- As the industry’s only global professional services partnership, Corient combines the personal service and objectivity of a boutique with the scale and resources of a global institution.
- The partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience.
- As a fully integrated global firm, Corient delivers comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.