Job Openings Wealth - Technical Assistant

About the job Wealth - Technical Assistant

This is a professional development role that supports an existing investment advisory business in the management and development of the international client base.

·         You will regularly engage with stakeholders, including Wealth Managers, Private Bankers, BD Managers and Fiduciary Specialists.

·         Discuss technical investment matters relating to client cross-border financial planning needs.

·         Liaise with overseas fund administrators on a range of client matters including account opening, payment instructions and AML.

·         Deliver exceptional service to international clients.


A full JD is available.