Wealth Management Assistant Prev Next

  • We are looking for someone to join a client for a 6 month fixed term contract where you will provide excellent service to clients in order to support the Client Team in the development of profitable new business for Wealth Management
  • You will act as a point of contact to clients and provide full expert support within the client team; assisting in the planning/implementing investments and other service offerings and the day-to-day administrative support of the clients’ portfolios; overseeing the coordination of investment dealing, banking and administration requirements

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