Wealth Manager Assistant recruitment
An opportunity currently exists with a Global Banking firm based in Central London.
In this role as a Wealth Manager Assistant, you will be working closely with Wealth Managers and full providing support in the management of Ultra/High Net worth clients. You will be the point of contact for client queries, assisting in planning and implementing investments that meet service and business requirements. Additionally, you will be managing client portfolios, monitoring data and resolving day-to-day client related issues.
The successful candidate MUST have:
- Private Banking background
- Direct client interaction experience
- Product knowledge: Tax, Trust, Credit, Capital Markets, Custody products and services
- Solid KYC/AML legislation and procedures knowledge
- IMC/ CISI or similar regulatory qualifications advantageous
The successful candidate will also possess excellent inter-personal skills. Coupled with relationship management and team-work skills being able to work on initiative and self-motivate.
Please apply if you are interested in the role and meet the requirements above.
Ref: JL_63740