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    Assistant Wealth Manager | Temp

    A fantastic 6 month temporary opportunity within a Private Banking department maintaining high net worth private client relationships in respect of all aspects of wealth management.

    Main duties:

    • Assisting and supporting the Wealth Managers with the Front Office administration of client accounts, including general reporting and projects as required by Head Office
    • Undertaking administrative tasks and inputting; opening and closing accounts, inputting, deposit roll over, issuing and cancelling credit cards and providing statements of account and confirmation of trades
    • Preparing and reviewing documentation for new accounts
    • Assisting in the preparation and presentation of client reviews

    Skills, knowledge and expertise required:

    • Technical knowledge of banking and operational procedures
    • Minimum of 3 years’ experience in a similar role
    • Relevant level 4 qualification such as IAD ideally
    • Strong computer skills

    If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

    We are an equal opportunity employer and value diversity at all times.

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    Assistant Wealth Manager | Temp
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