Job Alerts Call Icon Call Icon

Associate Wealth Manager

An award-winning, global banking and investment firm that encourages and helps their employees develop to their full potential, is seeking an ambitious and proactive Associate Wealth Manager to provide clients with full product relationship management services.

Responsibilities will include:

  • Working alongside Relationship Managers to ensure resolution of all client queries/requests are received in a timely manner
  • Delivering exceptional levels of service to clients, maintaining the company’s high performance service culture
  • Taking accountability for client profitability
  • Maintaining an awareness of, and complying with all Anti-Money Laundering laws, regulations, policies and procedures relevant to the company

Experience and skills required:

  • Previous experience within the financial services industry, preferably with relationship management experience in private clients, business banking or investment banking
  • Hold or be willing to work towards IAD Level 4 qualification
  • Strong academic background

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.

Related Jobs

Junior Business Analyst | 12 Month Contract

Join an ambitious and growing global company with a truly diverse workforce where you will be encouraged to constantly look for the next opportunity whilst aspiring to deliver personalised and high quality solutions.

Ref: 39186

Trust Manager | Private Clients

Join a market leading organisation that have been awarded for their commitment to fiduciary services, where, you will have the opportunity to work with a varied portfolio of interesting and complex clients, contributing to the growth and expansion of the private client business.

Ref: 39185

Senior Corporate Administrator | Private Equity

A unique opportunity has arisen to join a leading private equity firm and work closely with the Managing Director and Directors in the Jersey office.

Ref: 39176

Senior Trust Administrator | 6 Month Contract

A great opportunity to join a highly regarded independent trust company that prides themselves on providing a professional and adaptable service to their clients.

Ref: 39184

Senior Trust Administrator

Act as Senior Trust Administrator for a highly regarded independent trust company offering a competitive benefits package and providing a professional and adaptable service to their clients.

Ref: 39181

Apply for Job

Associate Wealth Manager
  • Accepted file types: pdf, doc, docx.
    Allowed file types are PDF, DOC and DOCX. Maximum file size 5mb.
  • By submitting this form, you agree to the Terms of Service and Privacy Policy, including Cookie Use.
  • Email to a Friend

    Share the position of Associate Wealth Manager
  • job alerts icon

    Don't miss out!

    Receive the latest jobs direct to your inbox with

    Job Alerts

    Rowlands FB