Client Services, Wealth Management

An excellent opportunity for an enthusiastic and hardworking Account Manager to join a growing financial services firm.

The role will require the candidate to have at least 3 years' experience in a wealth management firm, preferably as a private client administrator, wealth manager assistant or junior paraplanner, to support the private client team in the London office.

Main

responsibilities

; Serve as main point of contact for all account management administrative matters Preparation of bespoke…