Corient in London is seeking a capable assistant to Wealth Advisors, supporting day-to-day client book management, responding to queries, and assisting in portfolio modelling and investment strategy implementation.
You will handle client communications, periodic reporting, and KYC reviews, working across teams to ensure smooth operations and accurate documentation. A degree and strong MS Office skills are essential, with a proactive, service-oriented mindset.
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Wealth Client Relations Associate: Portfolios & Strategy employer: Corient
Corient is an exceptional employer, offering a dynamic work environment where collaboration and professional growth are at the forefront. As part of a high-performing team in a rapidly growing financial services firm, employees benefit from comprehensive training and development opportunities, fostering a culture of continuous learning. Located in a global hub for wealth management, Corient provides unique access to industry expertise and a diverse client base, making it an ideal place for those looking to build a meaningful career in finance.
