• Profile
Job Description
Job Purpose
To support client facing Wealth Management personnel, Investment Managers (IMs) and Wealth Planners (WPs) by undertaking administration duties that foster excellent  client relations through a high standard of communication and general administration.
Key Responsibilities
Supporting Client Management & Administration
  • Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings, & valuations
  • Provision of responsive, timely and high-quality administration support including; typing, photocopying, e-filing and phone calls
  • Acting as a key contact point for all internal and external administrative queries
  • Provide email, diary administration & communication support including pre and post meeting preparation and actions
  • Track all client documentation and data entry ensuring client records are maintained, accurate and in good order
  • Ensure all administration follows Wealth Managements regulatory and procedural processes
  • Assist the WMA Team Leader in projects and developing a team ethos of high standards of client service, upholding the Bank’s Values and Commitments as the business grows
  • Management of account opening and closure paperwork, and fee invoicing administration

Key Interfaces

  • Work closely with all Wealth Management personnel to facilitate an outsanding client experience, including liaison with Private/Commercial Bankers and Private/Commercial Banking Executives
  • Liaison with 3rd party providers; letters of authority, gathering existing details, applications forms and implementation of new business
  • Liaison with Client Transitions on general queries for take-on packs,static data updates and other Back Office Operations
  • Client phone/email contact
  • Compliance and other internal departments
Person Specification

Knowledge / Experience

  • High net worth Wealth Management administration experience
  • Strong organisational and administrative skills
  • Responsive and proactive
  • Understands the importance of and can deliver accuracy, is always conscientious and can work independently 
  • Effective written and verbal communication skills


  • Suitable Wealth Management planning qualifications achieved or are working towards including (Preferred)


  • Client focus
  • Team Working
  • Customer Focus
  • Planning & Reviewing
  • Working Pro-actively
  • Communication & Confidence
  • Works proactively
  • Problem solving and judgement