Asset & Wealth Management Professional
1 week ago
About This Role
We are seeking a highly skilled and motivated professional to join our team as a Asset & Wealth Management Professional. In this role, you will be responsible for providing exceptional client service and support to our clients and operational teams.
Key Responsibilities
- Provide client service management support to our clients and operational teams.
- Work closely with Private Wealth Advisors to support their PWM clients.
- Identify opportunities for and coordinate wealth advisory services within client base.
- Manage advisory business implementation and re-balancing.
- Manage cash balances and private banking services in accounts.
- Serve as a key liaison to other areas supporting the PWM Business.
- Plan and manage new account on boarding process.
- Provide overview of client reporting and web capabilities to potential new clients.
- Execute, process and reconcile trading and other investment related transactions.
About Our Team
We are a dynamic and collaborative team that is passionate about delivering exceptional results for our clients. We are committed to fostering a culture of innovation, diversity, and inclusion, and we are seeking a talented and motivated individual to join our team.
What We Offer
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. We are committed to providing our employees with the tools and resources they need to succeed in their roles and to achieve their career goals.
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