Account Manager, Wealth Management, Private Client, Investments, Financial Services COR

Account Manager, Wealth Management, Private Client, Investments, Financial Services, London, COR
7556

Working within a collaborative and fast‑paced environment, the Account Manager will provide day‑to‑day administrative and operational support to relationship managers and private clients. This is a varied role focused on portfolio administration, client servicing, investment proposal preparation, and supporting wider compliance and reporting activities.

The Account Manager will act as a key point of contact for administrative matters, assisting with bespoke investment proposals, preparing investment order books, monitoring client portfolios, and responding to client and corporate action queries. The role will also involve supporting portfolio rebalancing, maintaining documentation and approval lists, and assisting with monthly and annual reporting requirements.

The Account Manager will be joining a growing financial services and wealth management firm with an established private client offering. The business has built a strong reputation for delivering tailored investment solutions and high‑quality client service within a collaborative and supportive environment.

• Previous experience within wealth management or private client services
• Experience in an administrative support role within financial services
• Knowledge of AML, KYC, and due diligence processes

• Experience preparing investment or client reports
• Knowledge of portfolio rebalancing and corporate actions
• Exposure to compliance reporting and performance reviews
• Relevant financial services qualifications

If you’re an Account Manager looking for an exciting new opportunity within a growing wealth management environment, then please apply today to learn more!