Transitions Analysts, Wealth Manager
These varied Client Operations roles have been created by an impressive & highly respected wealth manager based in the City.
These varied Client Operations roles have been created by an impressive & highly respected wealth manager based in the City. This Wealth Manager has exciting growth plans to double in size over the next 5 years making this an exciting business to join.
The primary focus of these roles include co-ordinating both client on-boarding/off-boarding requiring strong account opening & account closing skills, a sound knowledge of AML/KYC across products such as ISA's SIPP's and offshore bonds to name just a few.
Candidates will also have prior Stock & Cash Transfer processing (in & out) experience to include strong knowledge of related documentation such as stock transfer forms is also required. To be considered, client operations specialists with strong client on boarding & transfer processing experience will have a minimum of 3 years relevant experience.
In return, my client offers a friendly and small collaborative team environment along a true work life balance.