Contact Vijay about this job
Assistant Vice President, Consultant
Find a Job
|Type||Temporary / Interim|
Job title: IMD - Wealth Management Professional Analyst
A leading global financial services firm are looking for a IMD - Wealth Management Professional Analyst to join their team. They provide a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals.
A Wealth Management Professional in Private Wealth Management provides relationship admin and support to Private Wealth Management teams by providing continuing client service, serving as a key connection to intermediaries and clients' advisors and managing the investment process.
Wealth Management Professionals will be the key point of contact with clients in managing the on boarding procedure as well as the on-going operational experience for the client.
They play an essential role in the team in identifying business growth opportunities through existing client wallet share, intermediary referrals and additional wealth advisory service opportunities.
In this role you will assist the Wealth Management Professionals in their roles mainly by leading a remediation of existing data and account structures to meet new standards.
Work as a key liaison to other internal areas supporting PWM busines
Remediate existing data and account structures to meet new values
Capability to work in a fast-paced atmosphere and think clearly under pressure
Excellent communication skills
Strong organizational skills
Knowledge of Windows technology (Outlook, Excel and Word)
CALL OF ACTION:
If you are interested in this role, please apply today
Ready to apply for this job? Apply Now