Wealth Client Relations Associate: Portfolios & Strategy

Corient in London is seeking a capable assistant to Wealth Advisors, supporting day-to-day client book management, responding to queries, and assisting in portfolio modelling and investment strategy implementation.

You will handle client communications, periodic reporting, and KYC reviews, working across teams to ensure smooth operations and accurate documentation. A degree and strong MS Office skills are essential, with a proactive, service-oriented mindset.

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