04 Aug 2021

Associate, Client Management - Sales

Ref 33841

A private bank is seeking an Associate to join their Client Management Team for a 6-month period, to provide excellent service to clients and to support the client team in the development of profitable new business for the bank.

The Associate 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. 

The desirable candidate will have solid experience in wealth management support role or similar, have polished client service skills, have an ability to support the effective communication with clients and have experience working within a matrix organisation. 

 

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