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Permanent

Associate Wealth Manager

City of London
money-bag Negotiable
Posted 3 days ago

Our client is seeking an Associate Wealth Manager to join their team on a permanent basis. This will be hybrid working.

Responsibilities include (but not limited to):
Attend Client Meetings with Wealth Managers
Manage Action Points from Client Meetings
Carry Forward, Annual Allowance, Lifetime Allowance Calculations
Investment analysis
Preparation of detailed cash-flow modelling
Respond to Client Inquiri...



..... full job details .....

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