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A highly entrepreneurial and innovative wealth management company
To provide office based administration support to one or more Relationship Manager/s (RM/s), their Wealth Managers / Financial Advisors / Financial Planners and clients.
The role involves extensive direct telephone contact with clients and their wealth managers, developing business support relationships with them, and taking primary responsibility for the accurate administration of their business
Inputting, manipulating and maintaining data on the client relationship management systems to monitor prospects, generate proposals and open accounts
Taking responsibility to ensure all client and wealth manager communication is accurate, appropriate and delivered at the right time, including emails, letters and proposals
Receiving telephone queries from clients and wealth managers, escalating as and when necessary. After appropriate training, the Assistant Relationship Manager (ARM) will be required to take dealing instructions directly from clients and financial intermediaries for ongoing placement
Acting as the RM's representative in the office, enabling the information flow between the RM, their wealth managers and clients. Where appropriate examinations have been passed, and sufficient market knowledge has been gained and demonstrated via the coaching and appraisal process, the Assisstant RM may be required to explain products, portfolios and services, and relate them to clients' needs in terms of clients' risk tolerance and tax wrapper implications. This will depend on specific circumstances, and may also include formal client portfolio reviews under the guidance of the RM
Planning and organising work flow and calendars with the RM, especially during client reporting periods
Liaising closely with relevant members of Operations team to ensure full communication and understanding, minimising errors and maximising service levels
Skills / Experience
Accuracy, thoroughness and attention to detail in order to maintain the highest levels of service
Systems learning skills to rapidly understand and use appropriate systems, including accurate inputting of detailed data across a number of different screens and software packages
Written skills, in order to clearly, concisely and thoroughly present information to clients and wealth managers
Numeracy skills in order to understand, process and check a range of data
Telephone answering, rapport and relationship building skills in order to rapidly establish a high level of trust with the clients and wealth managers, to manage expectations, and to demonstrate a high level of ownership, competence, reliability and responsiveness
Assertiveness and tenacity combined with diplomacy and sensitivity, to build and maintain good relationships with clients, wealth managers and colleagues across the company. The ability to ensure that necessary actions are taken to service clients, whilst maintaining positive relationships externally and internally
Planning and organising skills to maximise operational efficiency and service, including prioritising appropriately
Flexibility and innovation to handle and support changing (and sometimes conflicting) needs and demands, and continually to improve working practices
Resilience in order to manage conflicting priorities and demands, ambiguity and demanding work loads
Personal development focus, taking responsibility for driving forward both personal and professional development in order to maximise effectiveness in this demanding role, and to grow in the role, and beyond