Support clients and make an impact in investment management
An excellent opportunity to join a leading wealth management team, providing administrative support to Investment Managers and delivering a first-class client experience.
You’ll assist with client onboarding, account openings, investment documentation, payments and asset transfers, while liaising with private clients, financial advisers and external providers.
Ideal for someone with previous financial services or investment management experience, a good understanding of investments and AML/KYC requirements, and strong organisational and communication skills.
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Investment Assistant employer: Thomas & Dessain
At Thomas & Dessain, we pride ourselves on fostering a collaborative and dynamic work environment where meticulous professionals can thrive. Our commitment to employee growth is evident through continuous training opportunities and a culture that values precision and excellence in executing complex transactions. Located in a vibrant area, we offer competitive benefits and a supportive atmosphere that encourages innovation and teamwork, making us an exceptional employer for those seeking meaningful and rewarding careers.