Private Wealth Management, Wealth Management Professional (French Speaking), Analyst, Warsaw

Job description

OUR IMPACT: Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services. YOUR IMPACT: Wealth Management Professionals (WMPs) work with our PWM sales teams to provide exceptional client service, operational support and risk management. WMPs are responsible for the operational management to ensure excellence in operational execution across all elements of the client relationship. The role of the employee will include, but is not limited to the following; - Liaise with PWM teams to support clients - Facilitate initial onboarding of client relationships and subsequent account maintenance - Serve as a key liaison to other areas supporting the onboarding of...