Private Client Service Executive

As a Private Client Service Executive at Evelyn Partners, your primary responsibilities would include providing administrative support to Investment Managers, maintaining client records, processing transactions accurately, and fostering relationships with clients. Your role is crucial in ensuring a streamlined and positive client experience, which is a pillar of our service ethos.

To be successful as a Private Client Service Executive at Evelyn Partners, candidates should have previous experience in wealth management, familiarity with financial products, and supporting senior management. A QFA Certificate in Professional Financial Advice is also desirable but not essential, and experience with Xplan or Avaloq software is preferred.

Evelyn Partners offers a competitive salary, private medical insurance, life assurance, and pension contributions among other benefits. Additionally, the role allows for a generous holiday package, options for purchasing extra holiday, and a hybrid working model to support a healthy work-life balance.

At Evelyn Partners, we prioritize professional development through structured training programs and opportunities for ongoing qualifications. You'll work closely with experienced Investment Managers and Financial Advisers, all while being encouraged to pursue continuous personal and professional growth.

Yes, the Private Client Service Executive role at Evelyn Partners is a hybrid position, requiring attendance in the office for 3 days a week. This structure allows for flexibility while also fostering collaboration with colleagues and clients.

Evelyn Partners boasts a supportive and inclusive work culture that values diversity and strives to provide an environment where all colleagues can thrive. We have active employee resource groups and initiatives focused on diversity, equity, and inclusion to ensure everyone feels respected and valued.

Strong communication skills, both written and verbal, are crucial for a Private Client Service Executive at Evelyn Partners. Additionally, effective organizational skills, the ability to influence, and experience in providing end-to-end support in wealth management roles will enhance your success in the position.

Building relationships with clients involves understanding their needs and maintaining regular contact. Effective communication and providing timely responses to inquiries can foster trust. Highlight experiences where you successfully engaged with clients and contributed to their satisfaction.

Discuss any previous roles where you interacted with financial products, such as pensions, ISAs, or investments. Be specific about your knowledge, how you utilized that knowledge to assist clients, and the tools you used to facilitate their financial transactions.

Explain your methodical approach to processing transactions, including verifying information, following company procedures, and managing deadlines. Share examples that demonstrate your attention to detail and ability to thrive under pressure.

Prioritizing tasks requires effective time management and organizational skills. You can discuss strategies like using task lists, setting deadlines, and leveraging collaboration tools to ensure you meet the needs of all Investment Managers while maintaining quality.

In your response, outline your familiarity with compliance procedures and how you ensure that all documentation is up to date and accurate. Mention relevant tools or software you have used in maintaining these records appropriately.

Use the STAR method to describe a challenging client situation. Focus on the actions you took to resolve the issue and the positive outcome. It's important to showcase your problem-solving skills and ability to maintain client satisfaction.

Communicate your methods for staying informed about financial regulations, such as subscribing to industry publications, joining professional organizations, or participating in continuing education opportunities to better serve clients.

Effective communication is key in teamwork. Describe your approach to ensuring that everyone is on the same page, which may include regular meetings, collaborative tools, or open feedback channels to foster transparency and collaboration.

Your answer should reflect your alignment with Evelyn Partners' values, such as dedication to client service, professional growth opportunities, and the commitment to diversity and inclusion. Highlight your enthusiasm for being part of a reputable firm in the wealth management industry.

Discuss your openness to receiving feedback and how you view it as a means to enhance your skills. Give an example of a time when constructive criticism led to positive changes in your work approach or client interactions.