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 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
If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email email@example.com
We are an equal opportunity employer and value diversity at all times.
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