Posted on 04 Sep, 2024
Associate - Private Wealth
- London /
- Permanent
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Our client is a reputable large cap name, and they are looking to hire an Associate into their Private Wealth team in London. The team is currently made up of several MDs and Directors but this will be the first Associate level hire, which makes this a a very exciting opportunity for someone to join at this inflexion point.
Desired Experience
2-5 years experience within private wealth - likely from a private bank, wealth manager or platformKey Elements of the Role
Onboard clients onto the platform Automating processes Manage due diligence Prepare marketing materials Develop processes required o support the sales lifecycleLocation
London
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