Wealth Management

Our client is a leading global investment bank with a focus on providing individuals and institutions with strategic advice and helping them implement these strategies through effective guidance and execution.

A key function of this role is providing operational support to the branch’s wealth management department through conducting administrative, operational, and compliance functions within a high-volume and time-critical environment.

Our client is seeking candidates with 1 – 3 years’ administration experience in either a corporate or, ideally, financial services institution.

Key Competencies and Skills

  • Technical/Specialist skills/competencies:
    • Knowledge of switchboard operations and telephone equipment
    • Excellent customer service and telephone manner
    • Ability to maintain files
    • Well-developed IT literacy, database, and analytical skills
  • Business/Industry knowledge/competencies:
    • Knowledge or interest in financial markets and the financial planning industry – highly desirable
    • Understanding of compliance and legal requirements pertaining to our client
    • Administrative experience preferred
    • Experience within a broking environment is highly desirable.
  • Personal attributes/Interpersonal skills:
    • Excellent communication skills
    • Flexible attitude and ability to remain calm under pressure
    • Communicate clearly and professionally in written and oral forms to both internal and external clients
    • Proactive, punctual and reliable
    • Professional presentation and strong attention to detail
    • Strong interpersonal skills
    • Strength in organisational abilities and time management
    • Self-motivated and strong use of initiative, ability to prioritise and multi-task

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