About this role
Private Wealth Management, Wealth Management Professional, Associate, London at Candidate Experience Site - Lateral. Location: London, England, United Kingdom. Role: supporting clients, managing accounts, coordinating services Requirements: 3+ years relevant experience; proficient with Microsoft Office; strong communication, organization, commercial judgment, and ability to manage multiple projects and confidential information. Category: Finance Seniority: Mid Level Tools: Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook Commitment: Full Time Workplace: Onsite Languages: English