Private Wealth Management, Wealth Management Professional, Associate, London

Overview

In this role, you support Private Wealth Management clients and the sales teams in onboarding new accounts, liquidity management, and ongoing client maintenance. You collaborate with Private Wealth Advisors to serve PWM clients, coordinate wealth advisory services, and manage advisory implementations and re-balancing. You handle cash balances and private banking services, acting as a key liaison to cross-functional teams. This position offers exposure to a global, fast-paced wealth management environment and a clear impact on client outcomes.

Responsibilities

• Support PWM clients and assist Private Wealth Advisors
• Coordinate wealth advisory services within client base
• Manage advisory business implementation and re-balancing
• Oversee cash balances and private banking services in accounts
• Serve as liaison to cross-functional PWM teams
• Plan and manage new account onboarding process

Key requirements

• 3-5 years of relevant work experience
• Proficient with Microsoft Office (Excel, PowerPoint, Word, Outlook)
• Highly organized with strong attention to detail
• Ability to manage multiple projects with competing deadlines
• Team player with strong work ethic
• Strong written and verbal communication skills
• Ability to work in a fast-paced environment
• Adaptability to various industries and businesses
• Ability to analyze, supervise judgments independently
• Ability to interact with senior management and global stakeholders
• Discretion with confidential information; high integrity and sound judgment

• team player
• strong communication
• attention to detail
• results-driven
• ethical standards
• Microsoft Office (Excel, PowerPoint, Word, Outlook)

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