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

Account Manager, Wealth Management, Private Client, Investments, Financial Services, London, COR7556We''re looking for an Account Manager to join a growing and well-established financial services firm based in London, supporting a busy private client team in delivering high-quality wealth management and investment administration services.The RoleWorking 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.This is an excellent opportunity for someone with prior wealth management or private client experience who is looking to further develop their career within a professional and growing financial services environment.The CompanyThe Account Manager will be joining a growing financial services and wealth management firm with an established private client offering. The business has ..... full job details .....