Job Description
Our client is a leading Boutique Asset Management firm, renowned for their culture. Due to continued success, they are now seeking a skilled Senior Wealth Planning Assistant to join their dedicated team on a permanent basis.
Reporting directly to the Head of Client Services, the Senior Wealth Planning Assistant will take on the following dynamic responsibilities :
- Initiate and manage client relationships from inception, collaborating with Investment Managers and coordinating account opening.
- Maintain existing client accounts, conducting periodic AML reviews and managing agreements and sub-accounts.
- Coordinate with third parties on custodial matters and derivative/FFX account openings.
- Cultivate ongoing client relationships where suitable.
- Handle client queries comprehensively, including reporting, cash transactions, custody, and transitions.
The ideal candidate f...