Associate Wealth Manager 16870TW

Our client is seeking an Associate Wealth Manager to join their team on a permanent basis. This will be hybrid working.

Responsibilities include (but not limited to):

• Attend Client Meetings with Wealth Managers

• Manage Action Points from Client Meetings

• Carry Forward, Annual Allowance, Lifetime Allowance Calculations

• Investment analysis

• Preparation of detailed cash-flow modelling

• Respond to Client Inquiries (Technical and administrative)

• Identify Opportunities and Referrals from Existing Clients

• Managing workflow through Salesforce and Business Trackers

Skills and experience:

• Relevant experience working in a Wealth Management environment

• At least two RO exams passed

• Highly IT literate, including MS Outlook, Excel, PowerPoint and Word skills

For more information please send CV in to Tony Ward at quoting job reference 16870TW.