PWM Sales Assistant recruitment
Main responsibilities.Daily reconciliation of client positions and balances Reviewing previous days trading activityExecuting trades in a variety of asset classes, particularly Equities, Fixed Income and FX.Preparation and co-ordination of client marketing materialOpening new client accounts (liaising with clients to gather sufficient information)Cash management – investing in cash alternatives, processing cash transfers, making payments, foreign exchange.Ensuring that corporate actions are dealt with on a timely basisDealing with client queries – research, market information, account related.Coordinating Read more […]
April 2, 2012
• Tags: Private Banking, PWM Sales Assistant recruitment, Wealth Management careers in the Switzerland • Posted in: Financial • Comments Off on PWM Sales Assistant recruitment