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This Wealth Manager is looking for a House and Community Coordinator to support the Relationship Manager and the braanch location, by creating activities and an environment that delivers a fantastic experience for prospects and clients, generating high levels of enquiries and new business.
Key Accountabilities
Working alongside the Relationship Manager, the Marketing team and other House and Community Coordinators, this role will focus on:
- Overall visibility of the branch in Chiswick, understanding key local channels to improve awareness of who we are and what we do, liaising with Marketing to develop appropriate and cost-effective marketing materials
- Overall management of relevant social media channels to promote the branch in Chiswick as an innovative and welcoming space for families to discuss their financial plans and requirements. and ensuring the pipeline of content is on brand and on message, adapted to appeal to key local audiences
- Coordination of a strong calendar of events and activities to generate footfall, prospect conversations and client engagement
- Working closely with Marketing and other Houses to amplify central assets/content wherever possible, ensuring that local audience insights are incorporated into the activity plan
- Support the delivery of excellent prospect and client experiences, welcoming people during normal opening hours and at events, signposting relevant content, literature, events and services for local prospects/clients
- Ensure swift and proactive communication with prospects/clients, in support of the Relationship Manager
- Support the delivery of a distinctive, welcoming environment, ensuring the branch is well presented, clean, warm, tidy and inviting; keeping hospitality facilities running smoothly, keeping key literature well stocked, and keeping regular contact with the Estate Management team regarding any issues at the House requiring attention
- Coordination of relationships with key local business partners and stakeholders, ensuring we maximise opportunities to promote House of Killik Chiswick through the local business network, getting to know key people in the community, identifying opportunities for new partnerships, supporting the Relationship Manager in building strong local relationships
- Collaboration and insight sharing, working closely with the Marketing team and other staff to share and learn best practice, and identify opportunities for local amplification of central campaigns.
- Assist with prospect enquiries and walk-ins when Relationship Managers are unavailable, and assist with arranging meetings and appointments
Key Competencies
Getting Things Done: Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure;
Communication & Sharing Knowledge: Confident, clear and accurate with all communication; maintains accurate records and makes effective use of new technology;
Customer Service: Positive attitude to find solutions in line with FCA principles; Uses customer feedback to improve service;
Effectiveness & Adaptability: Able to maintain a high volume of work, striving for continual improvements; understands individual contribution in relation to corporate objectives; presents a positive image and approach to change; and
Team Working: Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
Candidate Profile
Previous experience in a front-office support role within Financial Services
You should preferably live in the West End of London as you will know area for promotional purposes
Previous customer service experience
Previous experience of working in events is highly desirable
Previous experience of working in collaboration with other teams
A diligent worker with a high level of attention to detail
The ability to prioritise tasks and work under pressure
Contractual Hours
9.00am to 5.30pm, Monday to Friday
Flexibility will be required in order to effectively carry out duties, including some evenings and weekends, for which time off in
