
Job description
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.
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.
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.
Company

Tech, Software & IT Services • Corporate Services
Lateral specializes in delivering comprehensive technology solutions from design to implementation across various domains including Microsoft Technologies, Mobile (iOS and Android), Databases, PHP, Web Technologies, and Innovation. Serving a diverse clientele from large enterprises to startups, Lateral is known for its hands-on approach and commitment to making things happen without unnecessary bureaucracy.
Keep exploring

Lateral
Lateral
Lateral

Lateral

Lateral
Lateral