Private Wealth Management, Wealth Management Professional, Analyst, London
On-site · London, England, United Kingdom
Job Summary
A Wealth Management Professional provides client service management and operational support to sales teams in client account implementation, liquidity management, and maintenance. Responsibilities include coordinating wealth advisory services, managing advisory business implementation and rebalancing, handling cash balances, and being a liaison to other supporting areas. Candidates should have 1-3 years of relevant experience, advanced MS Office skills, strong organizational abilities, and excellent communication skills.
Required Qualifications
- 1-3 years of prior work experience in a relevant field
- Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
- Highly organized with exceptional attention to detail and follow-through
- Strong ability to manage multiple projects with competing deadlines
- Team player with positive attitude and strong work ethic
- Strong communication skills (written and verbal)
- Ability to work in a fast-paced environment
- Ability to adapt quickly to a variety of industries and businesses
- Ability to self-direct, analyze and evaluate and form independent judgments
- Ability to effectively interact and build relationships with senior management and global stakeholders
- Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information
- Integrity, ethical standards and sound judgment
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