Wealth Management Associate
Key responsibilities:
- Liaising closely with clients and answering their queries in order to meet their needs
- Attending numerous client meetings
- Issuing various client reports on regular basis
- Support the Investment Director with any ad-hoc projects and tasks
The successful candidate will have:
- Degree qualified (or equivalent)
- A strong proven track record of working within Wealth Management space
- Excellent verbal and written communication skills
- Strong IT Skills
Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.
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