At a Glance
- Tasks: Manage private client portfolios and deliver top-notch wealth management services.
- Company: Join a leading financial services firm in the heart of London.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Exciting opportunities for career advancement in a dynamic industry.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Previous wealth management experience and keen attention to detail.
The predicted salary is between 45000 - 60000 £ per year.
Corriculo is seeking an Account Manager to join their London-based financial services firm, supporting a private client team. You'll deliver high-quality wealth management and investment administration.
Your role will involve:
- Portfolio administration
- Preparing investment proposals
- Maintaining compliance documentation
Ideal candidates will have prior wealth management experience and strong attention to detail.
Wealth Management Account Manager - Private Clients employer: Corriculo
Corriculo is an exceptional employer, offering a dynamic work environment in the heart of London where innovation meets tradition in wealth management. With a strong focus on employee development, we provide ample opportunities for growth and advancement, alongside a supportive culture that values collaboration and excellence. Join us to be part of a team that prioritises high-quality service and compliance, ensuring our clients receive the best investment administration possible.
