Investment Assistant - Wealth Management Support

LGT Group; Bristol; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading wealth management firm in Bristol is seeking a motivated individual to provide administrative support to the Investment Managers. The role includes handling client documentation, monitoring account activities, and assisting with client inquiries. Ideal candidates should possess prior experience in wealth management and strong client communication skills. Competitive compensation and opportunities for professional development are offered.

Qualifications

• Previous experience in Front Office environment, ideally within Wealth Management.
• Good understanding of Back Office functions.
• Sufficient professional development like CPD.

Responsibilities

• Provide general and administrative support to Investment Managers.
• Monitor account opening and asset/cash transfers.
• Assist in resolving client queries.
• Maintain comprehensive client records.
• Liaise with external custodians for required information.

Skills

Initiative

Professionalism

Teamwork

Attention to detail

Client communication

Education

Level 4 Qualified (Investment Advice Diploma)

Tools

Microsoft Office

Front office systems

Job description

A leading wealth management firm in Bristol is seeking a motivated individual to provide administrative support to the Investment Managers. The role includes handling client documentation, monitoring account activities, and assisting with client inquiries. Ideal candidates should possess prior experience in wealth management and strong client communication skills. Competitive compensation and opportunities for professional development are offered.