About the job JSY - 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.