Wealth Management Assistant recruitment
The successful applicant will assist the Wealth Management team in providing clients with a professional and thorough service through the account lifecycle by delivering consistent communication and closely monitored portfolio management.The candidate must have previous experience of a client facing position gained in financial services, accounting or legal environment:Requirements:• Current FSA qualification (level 3 or above) preferred• Graduate with a 2.2 minimum degree or equivalent• Financially astute: Able to understand, manipulate and present financial data• Bloomberg proficient• Excel Read more […]
Wealth Management Assistant recruitment
The main purpose of the role will be to support Wealth Managers. A varied position that will involve everything from account opening, KYC, due diligence checks to collating MI information, you MUST have proven experience in these tasks within the wealth sector.Our client is very much young, dynamic and entrepreneurial therefore we are looking for someone who is confident, energetic and articulate to reflect their culture. Only those with relevant Wealth Management experience will be considered.”Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, Read more […]