Opportunities at James Hambro & Partners
for experienced professionals

James Hambro & Partners is an independently owned wealth management group established in 2010 by Jamie Hambro and seasoned industry experts.

The founding partners wanted to create a wealth manager that offered the high standards of personal service often associated with smaller businesses, while also delivering strong investment performance by capturing the best aspects of expertise and process found in some of the larger, institutional investment houses.

Today, as well as looking after the financial planning and investment needs of many private clients and their families, James Hambro & Partners also offers investment solutions to IFA firms and manages investments for charities and not-for-profit organisations.

It has over £4.5 billion of assets under management. Its head office is in Pall Mall London. It opened an office in Leeds in January 2020 and an office in Edinburgh in February 2021.

Role – Client Service Manager

Summary

We are looking to recruit a Client Service Manager to provide administrative support to one of our Portfolio Management teams. As a key member of the team, it will be important to communicate well within the team and take the initiative when required.

Location

London

Salary

Competitive with an excellent benefits package

Responsibilities

  • Playing a key role in client onboarding, Know Your Client and suitability processes.
  • Ensuring client documentation is correctly prepared, completed, scanned and filed.
  • Preparing meeting and presentation documents.
  • Running valuations for clients on a quarterly basis.
  • Ensuring all client verification is up to date and maintained.
  • Working with Compliance to ensure that all actions by portfolio managers and administration are carried out within the guidelines and are compliant.
  • Liaising with the Client Administration team to ensure all client data is correctly loaded and maintained.
  • Liaising with clients and intermediaries to take instructions on the portfolio in respect of third party payments and the receipt of funds.
  • Liaising with the Operations Department during the transition of new clients to ensure they have the correct information.
  • Instructing payments on behalf of clients once verification checks have been carried out and identity confirmed.

Additional Responsibilities as Assistant to the Portfolio Managers

  • Diary Management, travel arrangements and expense claims.
  • Correspondence with clients including quarterly valuations.
  • Dealing with client queries and telephone calls, taking full messages and preparing the necessary notes for the client file/CRM record.

Skills and Behaviours

  • A minimum of 3 A’ Levels (Grades A-C).
  • Excellent verbal communication skills.
  • Good written communication skills.
  • Ability to work to deadlines.
  • IT literate (MS Office).
  • Organised with attention to detail, such that appropriate customer outcomes are achieved and adequately documented.

 

How to apply

Please send us your CV with a covering letter detailing the position you are interested in applying for to Recruitment@jameshambro.com




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    Response time:

    We will respond within 10 working days following the submission of your application.

    The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.

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