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Private Banking and Wealth Services Professional
1 week ago
To succeed in this role, you should possess a Bachelor's degree in business, finance, or accounting, or equivalent work experience. A minimum of ten years' experience working in wealth management, tax, and financial services is required, with a focus on ultra-high net worth clients.
You should be knowledgeable about securities and wealth management operations, systems, compliance, and administrative responsibilities. Effective communication and interpersonal skills are essential for interacting with internal and external clients at all levels. Proficiency in Microsoft Office applications, particularly Excel, Word, Outlook, and PowerPoint, is also necessary. Prior experience with tax and financial planning software/models, such as eMoney, is preferred.