Career Associate / Advisor Assistant - Wholesale Desk
Core
Supporting Senior UHNW advisors with administration, on-boarding, transitions, and client service duties for ultra high net worth wholesale clients.
Role type
Associate / Advisor Assistant (Wholesale Desk)
Builds
Client service and operational functions for UHNW clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
wealth management client service, equities knowledge, wealth operations, KYC/AML compliance, risk management
Preferred skills
RG 146 certification
Responsibilities
Client on-boarding, transitions, corporate deals support, client meetings, administrative functions
Seniority
Junior to Mid-level, Fixed-term contract