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
Builds
Client service and operational support for high net worth clients
Domain
Wealth Management / Banking
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 in the management of high net worth and ultra high net worth clients base, handle administration, on-boarding, transitions, and client service-related duties, support corporate deals and client meetings, perform operational functions
Seniority
Graduate / Entry-level