About the Role
We are seeking an experienced Wealth Management professional to join our team as a Senior Associate. This role will be responsible for providing key business support to our WM Division, ensuring the delivery of WM related projects and assisting with business improvement initiatives.
Key Responsibilities:
* Develop and execute project plans, monitor project timelines, budgets, and quality standards while mitigating risks and resolving issues.
* Coordinate WM project steering committees, including scheduling meetings, producing status update documents, and recording minutes.
* Develop a thorough understanding of all areas of the WM business.
* Provide support to WM for non-standard processes and activities.
* Build relationships with internal stakeholders.
Requirements
Minimum 3 years' experience in financial services, preferably MiFID investment firms. Knowledge of key regulations impacting Wealth Management is essential. Proven history of being a key contributor within a team.
In-depth knowledge of Wealth Management Operations. Excellent motivational, communication, and people skills with a keen attention to detail.
Systems skills and high proficiency in MS Word, Excel, Outlook, and PowerPoint.