Our client has an exciting role for a driven individual to join a rapidly expanding team working with a small number of predominantly UK based Independent Wealth Managers to provide clients with the full range of the company’s service offering.
This is a challenging and varied role requiring the efficient management of the day to day activities of their clients. Such activities will include account opening, periodic account reviews, account transactions (e.g. security trading, foreign exchange, cash receipt, fixed term deposit, payment and corporate events), lending activity, report production and general client administration.
The desirable candidates for this role will have at least 3 years relationship or operational experience working within professional or financial services, have strong communication skills both written and oral and have previous experience working with Asset Management professionals.
This role will give the successful candidate a great opportunity to develop personal skills and attributes through training within a world renowned organisation leading to diverse career options over the longer term.