Wealth Account Manager
- Permanent
William Rose Associates are currently partnering with an established Financial Services firm based in London, which is looking for a Wealth Account Manager to join the firm.
ESSENTIAL SKILLS | Wealth Account Manager
- Minimum two years’ administrative experience in wealth management.
- Junior paraplanning background preferred.
- Diligent and committed work approach.
- Able to work both independently and within a team.
- Exceptional attention to detail.
- Strong time management abilities.
- Clear and confident communication skills.
- Effective at task prioritisation to meet deadlines.
- Report writing experience beneficial.
- Understanding of AML, KYC, and due diligence requirements.
- Industry qualifications preferred but not mandatory.
OVERVIEW | Wealth Account Manager
An exciting opportunity for a motivated and dedicated Account Manager to join a fast-growing financial services company. We're looking for someone with a minimum of 2 years' experience in a wealth management setting - ideally as a private client administrator, assistant to a wealth manager, or junior paraplanner - to provide key support to the private client team based in London.
If you're eager to grow your career in financial services, we encourage you to apply!
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