an allocated Wealth Specialist's team that they work for. They provide first class service to all clients Assistance in attending to any outstanding requirements to complete any deal. Understanding all product review taking into account a full needs analysis and any changes in the client circumstances. Achievement 2-5 years' experience as a Private Client Wealth/Relationship Manager, with experience in high and ultra-high
an allocated Wealth Specialist's team that they work for. They provide first class service to all clients Assistance in attending to any outstanding requirements to complete any deal. Understanding all product review taking into account a full needs analysis and any changes in the client circumstances. Achievement 2-5 years' experience as a Private Client Wealth/Relationship Manager, with experience in high and ultra-high
payments / reconciliations if needed General finance work Assistance with preparation of management accounts Strong attention to detail and accuracy. Ability to work independently and collaboratively. Strong communication interpersonal skills. BCom Accounting Degree /-5 years' experience in a similar position Microsoft Office (Excel)