Career Advancement in Finance
1 week ago
Job Description
As an Associate Wealth Manager, you'll be responsible for managing the daily activities of the Wealth Management team. This includes attending client meetings, managing action points, and ensuring that all tasks are completed efficiently and effectively.
You'll work closely with a Senior Wealth Manager and their team to deliver exceptional results and exceed client expectations. To succeed in this role, you'll need to have excellent communication and organisational skills, as well as a deep understanding of wealth management principles and practices.
Key Responsibilities
- Attending client meetings and taking minutes
- Managing action points and tasks assigned by the Wealth Manager
- Carrying out research and analysis on client investments
- Preparing detailed reports and presentations for clients
- Identifying new business opportunities and developing relationships with clients
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