Private Wealth Associate
- Permanent
William Rose Associates are currently partnering with an established Investment Management Firm based in London, which is looking for a Private Wealth Associate to join the business.
ESSENTIAL SKILLS | Private Wealth Associate
- Proficient in IT tools like MS Office (Word, PowerPoint, Excel)
- Strong oral and written communication skills
- Expected to pursue certification in investment management, starting with the IMC, with support for further qualifications like the CFA or CISI Wealth Management certification
- Maintain high standards of accuracy, showing initiative and self-discipline to work independently and take responsibility for results.
OVERVIEW | Private Wealth Associate
We are looking for a Private Wealth Associate to support the team in managing client relationships and portfolios. Under the guidance of a Director/Manager, the role involves assisting with understanding clients' backgrounds and needs, preparing materials for meetings, attending client meetings, and responding to daily client queries. The Associate will also help with tax planning, portfolio management, and client reporting, including quarterly reports.
If you’re ready to contribute to a client-focused, dynamic team, we encourage you to apply!
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