Private Wealth Management, Wealth Management Professional, Analyst, London (Asset & Wealth Management)

Location: London, Greater London, England, United Kingdom; onsite at the London office

Company

hirify.global is a global investment banking, securities, and investment management firm serving clients, shareholders, and communities worldwide.

What you will do

• Plan and manage new account onboarding for private wealth management clients.
• Work with Private Wealth Advisors to deliver efficient and timely onboarding.
• Engage directly with clients throughout the account-opening process.
• Analyze client structures and apply jurisdictional, regulatory, and internal policy requirements.
• Identify process efficiencies and establish best practices for the wider PWM business.
• Coordinate with Client Onboarding, Compliance, Legal, Operations, sales, and other stakeholders.

Requirements

• Bachelor’s degree.
• 1–3 years of relevant professional experience.
• Proficient to advanced skills in Microsoft Office, including Excel, PowerPoint, Word, and Outlook.
• Strong organization, attention to detail, follow-through, and ability to manage competing deadlines.
• Strong written and verbal communication skills with the ability to build relationships with senior management and global stakeholders.
• Commercial judgment, discretion with confidential information, integrity, and ability to work independently in a fast-paced environment.

Culture & Benefits

• Training and development opportunities for professional and personal growth.
• Firmwide networks and a focus on diversity and inclusion.
• Benefits covering wellness, personal finance, and mindfulness programs.
• Reasonable accommodations are available during the recruiting process for candidates with disabilities or special needs.