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 proficient to Intermediate Level
• Flexible working patterns, working from 12pm to 9pm one day per week
• A confident communicator; able to work with heads of trading desks and senior management as well as senior clients, explaining facts clearly and communicates confidently and effectively
• Good team / relationship building skills
• Ability to adapt to changing requirements and delivery requests given ad hoc nature of role
• Fluent English and an additional language (verbal) would be advantageous
Please apply with a CV to JIL_Jobs@jefferies.com quoting reference WealthManagement – May-2012