Associate Wealth Manager Position

2 weeks ago


London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
Trainee Associate Wealth Manager Role
We are seeking a highly skilled and motivated individual to fill the position of trainee associate wealth manager. This role offers the opportunity to work in a dynamic and fast-paced environment where you will be responsible for supporting senior wealth managers and their teams. As a key member of the team, you will be responsible for managing client relationships, analyzing data, and preparing reports to help wealth managers make informed decisions. You will also have the opportunity to develop and maintain strong relationships with clients and identify new opportunities for growth and development.

Key Responsibilities:
  1. Support senior wealth managers and their teams
  2. Develop and maintain strong relationships with clients
  3. Analyze complex data sets using FE Analytics and Voyant reports
  4. Prepare detailed written reports and presentations
  5. Identify opportunities for growth and development within existing client relationships


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