Assistant Advisor - JJ Search - #1799103
Jobs via eFinancialCareers
Date: 13 hours ago
City: London
Contract type: Full time
Work schedule: Full day
The Company:
Our Client is a high quality and successful wealth management company.
The Client Advisor Assistant will provide support to a team of high performing Relationship Managers to ensure that the client receives first class service.
The Client Advisor Assistant will be working with Relationship Managers and efficiently executing client facing tasks, processing transactions and responding to client queries. Duties will include, account onboarding, processing of trades & payments, cash deposit & loan management, security transfers and valuation reporting.
The Client Advisor Assistant will provide Wealth Management support, completing organisational and private client related tasks accurately, efficiently and in a timely manner, assisting with and responding to client enquiries and providing support at client meetings where appropriate.
The Client Advisor Assistant must have some administrative or operational support experience within wealth management or Private Banking.
The Candidate:
2 -3 years front office Private Banking, Private Client Administration or Investment Management support experience in a private banking / private client wealth management environment
Ambitious and driven
IAD - part way through or already achieved
Ideally ability to trade on portfolios - execution only
Client Account Opening, transfers, payments experience...
The individual must be pro-active, have common sense, and be motivated.
Good working knowledge of the Microsoft Office suite of products.
Deals with all matters promptly, professionally and accurately without being reminded.
Our Client is a high quality and successful wealth management company.
The Client Advisor Assistant will provide support to a team of high performing Relationship Managers to ensure that the client receives first class service.
The Client Advisor Assistant will be working with Relationship Managers and efficiently executing client facing tasks, processing transactions and responding to client queries. Duties will include, account onboarding, processing of trades & payments, cash deposit & loan management, security transfers and valuation reporting.
The Client Advisor Assistant will provide Wealth Management support, completing organisational and private client related tasks accurately, efficiently and in a timely manner, assisting with and responding to client enquiries and providing support at client meetings where appropriate.
The Client Advisor Assistant must have some administrative or operational support experience within wealth management or Private Banking.
The Candidate:
2 -3 years front office Private Banking, Private Client Administration or Investment Management support experience in a private banking / private client wealth management environment
Ambitious and driven
IAD - part way through or already achieved
Ideally ability to trade on portfolios - execution only
Client Account Opening, transfers, payments experience...
The individual must be pro-active, have common sense, and be motivated.
Good working knowledge of the Microsoft Office suite of products.
Deals with all matters promptly, professionally and accurately without being reminded.
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