Associate Client Adviser

London | Advisory | Full time

About Netwealth

Netwealth is a London based modern wealth management company that provides a tailored and cost-effective discretionary portfolio management service. Founded in early 2016 by Charlotte Ransom and Thomas Salter, former Goldman Sachs and JP Morgan executives, Netwealth combines a highly experienced investment team with powerful financial technology. The company provides a discretionary portfolio management service targeting mass-affluent and high net worth private clients across the UK.
Clients can choose their portfolios online based on their financial goals, supported by a set of powerful financial tools or speak with qualified financial advisers to consider their circumstances and objectives.
The company is growing fast, and we are looking to add key members to the team to meet ongoing client demand.

Summary

As a member of the Advisory Team the associate client adviser will work closely with Client Advisers and Senior Client Advisers to analyse clients' portfolios, their circumstances and requirements. They will also assist with identifying potential clients, their on-boarding and the management of the ongoing relationship with them. They will report to the Head of Client Advisory and the role is based in the London office.

Required Experience, Skills & Qualifications

  • Hard working, self-motivated and able to work independently in a team-oriented environment
  • Be prepared to get involved in a wide range of areas across the business and be flexible to evolve as the business grows
  • Successful candidates will likely have 2-5 years' experience in a portfolio management, investment banking or consulting role
  • Strong analytical, communication and presentation skills are essential
  • Investment management or finance qualifications such as IMC, CFA or CISI financial planning qualifications preferred

Responsibilities

  • Become a key client-facing representative of Netwealth
  • Work closely with Client Advisers to deliver high standards of written work and presentations to current and prospective clients
  • Collaborate with the Client Service team to help onboard prospective clients and provide an exceptional level of ongoing client service
  • Provide assistance to the Client Service Team with queries arising from clients or potential clients. Provide cover for the Client Service team as and when required
  • Continuous improvement of the Client User Journey: collate feedback for management on a regular basis, suggest common themes or areas to be addressed and create action plans
  • Work with the Operations and Technology teams to test new features of the service, specifically from a client perspective

Potential for career development

  • Associate Client Advisers will undertake relevant examinations to become a fully qualified Client Adviser
  • The company is experiencing high levels of growth and individuals that show consistently high levels of performance will have significant opportunities both to learn and develop within the company, as well as remuneration benefits over time

Apply

Please email us your CV and any other relevant information:

careers@netwealth.com

Unfortunately, at this current time, we cannot accept applications that require sponsorship for an employment visa. No agencies please.