The main purpose of this role is to deliver exceptional support to a wealth manager, effectively managing deadline-driven tasks, with client-centricity, professionalism, and trust at the core of operations.
The WMA should strive to be strategic partner to the wealth manager, by meticulousl
A great opportunity to join a very well regarded boutique wealth management firm. This position would suit someone with a strong passion for Financial Planning and will assisting in maintaining and developing a leading wealth management division through providing professional administrative support
A great opportunity to join a very well regarded boutique wealth management firm. This position would suit someone with a strong passion for Financial Planning and will assisting in maintaining and developing a leading wealth management division through providing professional administrative support
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Responsibilities: Support Wealth Advisors in managing client portfolios and preparing financial plans Assist in the preparation
Responsibilities: Support Wealth Advisors in managing client portfolios and preparing financial plans Assist in the preparation