Investments jobs

Permanent Full Time Hours

Wealth Management Assistant


An exciting opportunity has arisen for a Wealth Management Assistant to join a well-established and highly regarded private bank who offer a supportive, challenging and diverse working environment.You’ll be working in the High Net Worth team in Jersey, alongside Relationship Directors and other Assistants. You will pro-actively follow up all tasks and actions required to deliver the highest levels of service.Responsibilities will include:Being the point of entry for processing client ordersMaking sure that administrative arrangements and client related processes are completedCarrying out daily transaction processing and complex troubleshootingKeeping in contact with internal and external clientsExperience and skills required:Ideally previous knowledge of banking operations/investmentsExperience dealing with private clientsA team playerA detail oriented personIf you’d like to find out more information about this opportunity, please call us on 01534 626777 or email are an equal opportunity employer and value diversity at all times.

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