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 orders
Making sure that administrative arrangements and client related processes are completed
Carrying out daily transaction processing and complex troubleshooting
Keeping in contact with internal and external clients
Experience and skills required:
Ideally previous knowledge of banking operations/investments
Experience dealing with private clients
A team player
A detail oriented person
We are an equal opportunity employer and value diversity at all times.