Wealth Client Relations Associate

Stonehage Fleming Group; Greater London; On-site; GBP 30,000 - GBP 40,000; Full time

Job summary

A prestigious family office in London is looking for a Client Relationship Manager Assistant for a 12-month FTC. This role involves assisting with client management, supporting investment processes, and ensuring timely communication with clients. Candidates should have at least 1 year of experience in a similar field and possess strong organisational and MS Office skills. This position provides a unique opportunity for professional growth within a collaborative team environment.

Qualifications

• Minimum 1 year of experience in a relevant/similar industry.
• Level 4 investment competency desirable, but not essential.

Responsibilities

• Assist CRMs with portfolio trades and investment strategies.
• Respond to client queries and facilitate client onboarding.
• Attend client meetings and prepare necessary documentation.

Skills

Organisational skills

MS Office skills (Excel, Powerpoint)

Communication skills

Analytical skills

Numeracy skills

Problem solving

Initiative

Education

Degree level or equivalent

Job description

A prestigious family office in London is looking for a Client Relationship Manager Assistant for a 12-month FTC. This role involves assisting with client management, supporting investment processes, and ensuring timely communication with clients. Candidates should have at least 1 year of experience in a similar field and possess strong organisational and MS Office skills. This position provides a unique opportunity for professional growth within a collaborative team environment.