Private Wealth Investor Relations Servicing

Added
14 days ago
Type
Full time
Salary
Salary not provided

Related skills

financial services relationship management onboarding ai tools client onboarding

๐Ÿ“‹ Description

  • Coordinate with Head of International Wealth IR for seamless client experience.
  • Manage onboarding for new clients and respond to investor queries.
  • Formalize and institutionalize the client experience across fund offerings.
  • Create and standardize external client reporting templates across GWS.
  • Collaborate with EMEA GWS teams to distribute K-Series strategies.

๐ŸŽฏ Requirements

  • 3+ years in financial services/investment management.
  • Strong relationship development and client onboarding experience.
  • Experience managing multiple priorities in a fast-paced environment.
  • Detail-oriented, team-oriented, and quick learner.
  • Comfortable using AI-powered tools to improve efficiency.
  • Fluent English; French/German/Italian a plus.

๐ŸŽ Benefits

  • Equal opportunity employer.
  • Reasonable accommodations available upon request.
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