Asset and Wealth Management-PWM WSS EMEA- Associate

Role Overview

Helping clients navigate markets to support their investment goals. Individuals across these teams have strong communication, integrity, time management and problem-solving skills. It is also key for these colleagues to embody a client-first mentality, exercising good judgment, tact and diplomacy when interacting with clients, executives and other levels of management.

What You Will Do

Leverage your operational background and experience to contribute to a growing business. Work closely with Private Wealth Advisors to support their PWM clients. Identify opportunities for and coordinate wealth advisory services within client base. Manage advisory business implementation and re-balancing. Manage cash balances and private banking services in accounts.

Why It Might Be a Fit

Team player with positive attitude and strong work ethic. Strong communication skills (written and verbal). Ability to work in a fast-paced environment. Ability to adapt quickly to a variety of industries and businesses.

Requirements

• Bachelor’s degree
• 3+ years of prior work experience in a relevant field.
• Proficient advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
• Highly organized with exceptional attention to detail and follow-through
• Strong ability to manage multiple projects with competing deadlines
• Team player with positive attitude and strong work ethic
• Strong communication skills (written and verbal)
• Ability to work in a fast-paced environment
• Ability to adapt quickly to a variety of industries and businesses
• Ability to self-direct, analyze and evaluate and form independent judgments
• Ability to effectively interact and build relationships with senior management and global stakeholders
• Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information
• Integrity, ethical standards and sound judgment

Benefits

• Reasonable accommodations for candidates with special needs or disabilities during our recruiting process
• Diversity and inclusion in our own workplace and beyond
• Training and development opportunities and firmwide networks
• Benefits, wellness and personal finance offerings and mindfulness programs