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Account Manager - Wealth Management

  • Location

    West End, London

  • Sector:

    Operations & Middle Office

  • Job type:


  • Salary:

    £30000 - £35000 per annum

  • Contact:

    Scott Duerden

  • Contact email:

  • Job ref:


  • Published:

    11 months ago

Our client, a global independent wealth management business based in the West End of London have an excellent opportunity for a full time, account manager to join their expanding London office. This role will suit an ambitious and enthusiastic individual who is looking for a like-minded working environment.

Responsibilities of the Account Manager will include;

  • Preparation of bespoke investment proposals for potential and existing clients
  • Preparation of order books and entering bulk trades for Credo's model portfolios
  • Dealing with a variety of client queries under supervision
  • Daily portfolio administration on behalf of senior relationship managers, including monitoring of credit and debit cash balances, responding to corporate action notices and rebalancing of client portfolios to their agreed mandates
  • Detailed review of monthly marketing documents sent out to clients
  • Maintaining high-risk asset approval list
  • Assisting senior relationship managers with other ad-hoc projects, including monthly and yearly compliance reporting

To be considered for this position, ideal candidates must have the following experience & skills;


  • Impeccable attention to detail
  • Excellent administration and interpersonal skills
  • Capability to work under pressure in order to meet deadlines
  • Hard working
  • Proficiency in Microsoft Office, particularly Excel


  • Prior Financial Services experience, preferably in Private Wealth Management

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