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Client Advisor Assistant at Quintet Private Bank

Norwich, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

27 Dec, 25

Salary

0.0

Posted On

28 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Management, Communication Skills, Teamwork, Attention to Detail, Organizational Skills, Problem Solving, Microsoft Office, Wealth Management, Risk Management, Client Queries, Administrative Support, Financial Knowledge, Investment Products, Compliance, Data Maintenance, Meeting Preparation

Industry

Banking

Description

Purpose of the Job Our parent company, Quintet Private Bank, is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (

Responsibilities

The Client Advisor Assistant will support Client Advisors in managing client wealth and ensuring a strong client experience. Responsibilities include preparing for client meetings, maintaining client records, and responding to client queries.