Private Wealth Management, Head of Support, Wealth Management Professional, Associate (Finance)

TL;DR

Wealth Management Professional (Finance): Providing client service management and operational support to sales teams with an accent on new account implementation and liquidity management. Focus on coordinating wealth advisory services, managing account re-balancing, and executing investment-related transactions.

Location: Onsite in London, United Kingdom

Company

A leading global investment banking, securities, and investment management firm founded in 1869.

What you will do

• Provide client service management and operational support to sales teams during new account implementation and ongoing maintenance.
• Coordinate wealth advisory services and manage advisory business implementation and re-balancing.
• Manage cash balances and private banking services within client accounts.
• Act as a key liaison between Private Wealth Advisors and other supporting business areas.
• Plan and oversee the onboarding process for new clients.
• Execute, process, and reconcile trading and other investment-related transactions.

Requirements

• Ideally 6 years of prior work experience in a relevant field.
• Proven line management experience.
• Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook).
• Strong communication skills and ability to build relationships with senior management and global stakeholders.
• Ability to work in a fast-paced environment and manage multiple projects with competing deadlines.
• High level of integrity, ethical standards, and sound judgment.

Culture & Benefits

• Commitment to fostering diversity and inclusion in the workplace.
• Extensive training and development opportunities and firmwide networks.
• Comprehensive wellness, personal finance offerings, and mindfulness programs.
• Focus on professional and personal growth.