Graduate, Wealth Associate - JBWere
Core
Support successful individuals, families, executives, and for-purpose organisations with wealth management, investments, and financial advice.
Role type
Graduate Wealth Associate
Builds
Client reviews, portfolio administration, and investment-related activities
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Finance, Economics, Commerce, Accounting, Financial Planning degree; Microsoft Office (Excel, Word); attention to detail; organisational skills
Responsibilities
Support client reviews; assist with portfolio administration; engage in investment-related activities; build relationships with clients and colleagues
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