Protect Customer Trust - You’ll uphold the confidentiality of customer information at all times. Our customers trust us with sensitive financial data, and that trust is non-negotiable.
Develop and vet content for communications materials such as event invitations, descriptions and synopses, videos, briefing decks, administrative notes, emcee scripts, post conference report, EDMs and long form articles.
Support for Client Onboarding & Account Servicing: Assist RMs in the onboarding of new clients and managing account servicing needs, ensuring a smooth and efficient process.
Help to create a positive learning culture, coaching and counselling junior team members to help them develop professionally and personally as an influential member of the team
Candidates should have trained and qualified with a leading international firm in London, Singapore or another financial centre, and have around 4-8 PQE.