role Where you'll be doing it You'll be joining a well-known and trusted wealth manager who has been looking manage the wealth of individuals and families as well as offering fiduciary services. You'll be office-based
role Where you'll be doing it You'll be joining a well-known and trusted wealth manager who has been looking manage the wealth of individuals and families as well as offering fiduciary services. You'll be office-based
focus on improving the efficiency of processes as well as enhancing the customer experience. Requirements:
understanding of the market, risks, and tools as well as systems used. Aid in the construction and monitoring