Graduate Opportunity - Wealth Management - Advisor Support
Core
Support senior wealth management advisors in managing high net worth and ultra high net worth client bases through administration, on-boarding, transitions, and client service duties.
Role type
Graduate Advisor Support / Client Service Associate
Builds
Client service operations and administrative support for a tier one wealth management firm
Domain
Banking and Finance / Wealth Management
Deliverable
client delivery
Required skills
Administration, client service, on-boarding, transitions, corporate deal support, operational functions
Preferred skills
Stockbroking experience, Financial Planning experience, Client service experience, Operations experience
Responsibilities
Assist with management of high net worth and ultra high net worth clients base, Support 2 Senior advisors, Handle administration, on-boarding, transitions, and client service-related duties, Involved in corporate deals and client meetings
Seniority
Graduate / Entry-level