Associate Wealth Manager
Job Description
Our client is seeking an Associate Wealth Manager to join their team on a permanent basis. This will be hybrid working.
Responsibilities include (but not limited to):
Attend Client Meetings with Wealth Managers
Manage Action Points from Client Meetings
Carry Forward, Annual Allowance, Lifetime Allowance Calculations
Investment analysis
Preparation of detailed cash-flow modelling
Respond to Client Inquiri...