• 11 August 2008
• Reference: JR203913

• PWM - Wealth Management Professional - London

• City of London Competitive Permanent
• Benefits: Competitive

The Private Wealth Management Group of an eminent international investment bank develops and manages relationships with wealthy individuals and families, advising them on ways in which to build and protect their financial assets through equity, fixed income and alternative investments.



A Wealth Management Professional, to be based in London, will provide support to the Private Wealth Advisors in the implementation of new client accounts and ongoing servicing of existing clients.



Responsibilities will be to serve as the liaison for clients regarding inquiries and requests. The WMP will analyse and monitor client portfolios, and assist with other aspects of managing a client relationship, as well as perform asset allocation for clients and prospects. The professional will execute equity, derivative, fixed income and fund trades.



The ability to work in a fast-paced environment within a team-oriented structure is essential for this challenging position, alongside the ability to work and think clearly under pressure. Leadership skills and record of demonstrated achievement will be required. The ideal candidate will demonstrate solid private client experience.

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