Ultra High Net Worth Client Case Representative, Senior Associate

Vanguard UK

Base: $70,000-$78,000; bonus: up to $12,500 + $20,...
Hybrid
Uhnw client service experience
Consultative sales model proficiency
Portfolio allocation discussion skills
Vanguard UK is seeking a Senior Associate for their Ultra High Net Worth Client Case Representative role, focusing on client service and investment guidance for UHNW clients. The position requires a minimum of three years in financial services and relevant licenses, with a hybrid work model and comprehensive benefits package

Job Summary

  • The role involves serving as the primary contact for Ultra High Net Worth clients to resolve complex account issues and provide investment guidance.
  • Vanguard offers fully paid training and coaching to help employees obtain required regulatory licenses such as Series 66.
  • Employees receive comprehensive benefits including industry-leading retirement savings with up to 10% employer contribution without condition.

Matching Summary

Match Score: 85

Vanguard UK is seeking a Senior Associate for their Ultra High Net Worth Client Case Representative role, focusing on client service and investment guidance for UHNW clients. The position requires a minimum of three years in financial services and relevant licenses, with a hybrid work model and comprehensive benefits package.

Salary

Base: $70,000-$78,000; Bonus: Up to $12,500 plus $20,000 licensing bonus if active licenses held; Benefits: Competitive package including 4% match and 10% employer contribution

Skills & Requirements

Must-have

  • UHNW client service experience
  • Consultative sales model proficiency
  • Portfolio allocation discussion skills

Nice-to-have

  • Proactive solution delivery
  • Cross-team collaboration ability
  • Continuous improvement mindset

Key Requirements

  • Minimum three years Financial Services experience
  • Active SIE and FINRA Series 7 license
  • Series 66 license or ability to obtain within 90 days
  • Undergraduate degree or equivalent combination of training and experience

Work Rights

Not specified

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