Corient, based in London, seeks an Associate/Assistant Client Relationship Manager to support Wealth Advisors with daily client book management and portfolio activities. You will respond to client queries, assist in investment modelling, and help prepare periodic client reporting and KYC reviews across the client base.
You will coordinate with teams on treasury, documentation, and system enhancements, with opportunities to lead meetings for select clients and to develop operating procedures as
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UHNW Wealth Client Relations Associate employer: Stonehage Fleming Group
Stonehage Fleming Group is an exceptional employer, offering a dynamic work culture in the heart of London that fosters collaboration and innovation. With a strong commitment to employee growth, you will have access to mentorship opportunities and the chance to lead a talented team while driving strategic initiatives. The company values work-life balance and provides competitive benefits, making it an ideal place for professionals seeking meaningful and rewarding careers in financial services.
