Exceptional communication and interpersonal skills
Client-service ethic
High accuracy, accountability, and efficiency
Partner with our Advisers to provide the best service to our clients and communities
Job Summary
Partner with our Advisers to provide the best service to our clients and communities.
Support advisers by applying critical thinking and contributing to portfolio insights, investment analysis, and strategic recommendations for high-net-worth (HNW) clients.
We are committed to providing an environment where you can work your way.
Matching Summary
Partner with our Advisers to provide the best service to our clients and communities.
Skills & Requirements
Must-have
Exceptional communication and interpersonal skills
Client-service ethic
High accuracy, accountability, and efficiency
Proficiency in MS Office (Excel and Word)
Rapport-building skills
Nice-to-have
Interest in investments and market strategy
Familiarity with JBWere systems
Client obsessed mindset
Innovation and strong client relationships
Key Requirements
Relevant education or experience in finance, economics, accounting, or investment-related fields advantageous