A prestigious boutique investment advisory company is seeking the skills of a Wealth Manager Assistant. Someone with excellent communication skills and who is commercially minded would suit this environment well.
- Execution of investment instructions
- Collating client and investment reports
- Communicating with clients
- Liaising with financial institutions
- All other back-office functions
- Sharing of front desk duties
- Min 1-3-year experience in this field having worked in a similar environment
- Finance/investment-related qualification would be an added advantage
- Career orientated
- Have a positive attitude towards their work
- Proficient in MS Office suite
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