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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 jobs@rowlands.co.uk

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

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Wealth Management Assistant
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