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... resolve both internal and external client queriesTranscribe legislation, regulations, standards and client mandates, and development of rules in compliance systemsRequirements: Minimum of a completed degree focused on accounting, finance and / or investmentsMust have 1-3 years experience in ...

My client is a boutique Wealth Manager who provides personal Wealth Management and Investment Management to High-Net Worth individuals and families. If you have the requirements below, please do not hesitate to apply!Responsibilities:Put together asset allocation reports for clientsReview and put ...