Client Executive

Client Executive – Insurance Solutions

Overview:

We have an opening within our Insurance Solutions team who provide investment advice and portfolio construction for primarily Insurance clients, but also cater to other Financial Services firms as well.

The position will involve working closely with one of our Client Directors on their global client book, managing day to day admin including portfolio administration, reporting, and potentially getting involved in the booking of trades.

We are looking for someone with a strong background in administrative duties within the Investment management arena who as well as doing the “day-job” can also look at ways of improving our processes and efficiency within the team as a whole.

Operating a hybrid working policy of 3 days a week in the office this will be a 9-5 job ideally suited to someone with experience in Investment Management who is highly organised and enjoys getting things done.

While this team will steadily grow over the next few years we do not envisage this role developing into a client relationship role and as such are open to people who are looking to return to work as well as anyone seeking a change.

About the Company:

W1M was formed in 2024 through the merger of London & Capital and Waverton, two established wealth managers with over 40 years of history. Since then, the business has grown to over 400 employees and manages approximately £27+ billion in assets under management.

We are a UK wealth management firm operating in a regulated environment, providing investment and wealth management services to private clients, families, charities and institutions.

Our values underpin how we work together and with our clients, shaping a culture focused on high standards, collaboration, integrity and adaptability.

We have a collaborative working environment where people are given the opportunity to contribute meaningfully to the development of the business.

Key Accountabilities:

PORTFOLIO ADMINISTRATION

• Responsible for the management of portfolio administration requests – i.e. transfer of funds, setting-up new portfolios, wire details distribution, static data changes on systems, etc.
• Liaising with Client Lifecycle Team, Operations Oversight Team and external Custodians regarding new account set-up, asset transfers, additions for new clients and the ongoing maintenance and management of accounts.
• Responsible for ensuring all applicable due diligence is requested/received while keeping the take-on process as simple as possible for the client, and ensuring forms are completed accurately.
• Work with the Portfolio Management team to ensure the account(s) are correctly set up in all our systems so new funds can be invested.

CLIENT SERVICE

• Respond to (and delegate/manage when needed) ad-hoc queries from Clients – ranging from investment market and portfolio performance questions to meeting materials and logistics.
• Update and maintain client data, using CRM software – including taking notes/minutes from client meetings, updating client details, adding new client information.
• Create and produce reporting documentation for clients - working directly with client relationship managers on client projects, board presentations, investment commentary.
• Responsible for the generation of monthly/quarterly client accounting and investment reports using internal and external reporting platforms (e.g. valuation reports, portfolio factsheets, etc.), and hoc reports as required (e.g. audit requests, etc.).
• Work towards improving and automating existing processes, iterating over time and using new approaches.
• Produce high-level management information reports for the team on the status of client cash flows, market performance, assets under management, portfolio compliance, fee collection etc.

Background/Experience and Competencies Required:

EXPERIENCE

• Relevant investment industry experience, supporting client relationships.
• Investment reporting and/or portfolio administration background essential.
• Experience working with institutional clients is desirable.

REQUIREMENTS

• Desire to work in an investment reporting and administration role, with excellent customer service skills.
• Ability to communicate clearly, concisely and accurately, both verbally and in writing, on technical matters (e.g. investment transactions, accounting reports, investment markets etc.).
• Active interest and a good understanding of investment markets and reporting concepts.
• Highly organised, able to plan routine work and prioritise tasks, with the ability to work both independently and collaboratively.
• Willing to assist and come up with ideas on how we can improve our functions and efficiencies across admin functions for the team
• Must be able to work well under pressure with strong attention to detail.
• Experience working proactively and with forward thinking – anticipating and responding to shifting priorities without explicit instruction.
• High level of numeracy with good Microsoft Excel skills is essential. Experience with other types of financial services software (i.e. Bloomberg, Portfolio Management software etc.) is desirable.
• Positive attitude and the adaptability/willingness to contribute across the team and use a variety of tools.
• Ability to work in accordance with W1M’s company values.

About You

You are likely to be:

• Highly organised with a strong attention to detail
• Have a knowledge of how Portfolios are constructed and the reporting clients typically expect to receive
• Interested in how to improve processes
• Content to remain in an admin role, with potential to possibly move into a managerial / mentorship role in due course

Why Join W1M?

This is an opportunity to join a growing and evolving organisation at an exciting stage of its journey.

The role offers:

• A secure position within a growing and evolving business
• Hybrid working and a genuine 9-5 work pattern
• The chance to work in a friendly supportive environment with strong team culture

Equal Opportunity Statement

W1M is an equal opportunities employer and welcomes applications from all suitably qualified candidates in accordance with the Equality Act 2010.