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Established and successful stockbroking team seek a Client Relationship Manager to join their team. This role supports the BDM and CEO of this team, with coordination and client services support. Responsibilities: Manage and escalate client issues and concerns Build and maintain strong client ...

My client in the Wealth Industry is seeking a suitably experienced Executive Assistant within the Wealth Space. You must have a strong understanding of Wealth Management, Financial Regulations and Business Operations to be considered for this exciting opportunity.Responsibilities: Assist the Wealth ...

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 ...