Wealth Management Assistant , Investment Management , Worcester

JJ Search Ltd; Worcester; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established and widely known Wealth Management firm is offering an exciting opportunity to join their team in Worcester. This role involves supporting Investment Managers in fostering strong client relationships and delivering exceptional service. The ideal candidate will play a crucial role in ensuring operational efficiency and client satisfaction, making a significant impact in a dynamic environment. If you are passionate about wealth management and eager to contribute to a successful team, this position is perfect for you.

Responsibilities

• Support the Investment Management team in daily activities.
• Ensure client satisfaction and operational efficiency.

Job description

Job Description

The Client

An established and widely known Wealth Management firm servicing Investment Management needs for High-Net-Worth Clients.

The Role

This is a fantastic opportunity to join a busy Wealth Management firm in their Worcester office, supporting the Investment Managers to develop good client relationships and provide excellent service.

The successful candidate will confidently support the Investment Management team in their daily activities, ensuring client satisfaction and operational efficiency.