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Associate Wealth Manager
Job Posted: 3 days ago
Salary: £ Competitive
Job Type: Permanent
Location: City and County of the City of London
Expire in: 25 days
Job Description
Our client is seeking an Associate Wealth Manager to join their team on a permanent basis. This will be hybrid working.
Responsibilities include (but not limited to):
• Attend Client Meetings with Wealth Managers
• Manage Action Points from Client Meetings
• Carry Forward, Annual Allowance, Lifetime Allowance Calculations
• Investment analysis
• Preparation of detailed cash-flow modelling
• Respond to Client Inquiries (Technical and administrative)
• Identify Opportunities and Referrals from Existing Clients
• Managing workflow through Salesforce and Business Trackers
Skills and experience:
• Relevant experience working in a Wealth Management environment
• At least two RO exams passed
• Highly IT literate, including MS Outlook, Excel, PowerPoint and Word skills
For more information please send CV in to Tony Ward quoting job reference 16870TWBefore You Apply
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