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UHNW Wealth Client Relations Associate

Posted 1 day 6 hours ago by Stonehage Fleming Group

Permanent
Full Time
Other
London, United Kingdom
Job Description

Corient, based in London, seeks an Associate/Assistant Client Relationship Manager to support Wealth Advisors with daily client book management and portfolio activities. You will respond to client queries, assist in investment modelling, and help prepare periodic client reporting and KYC reviews across the client base.

You will coordinate with teams on treasury, documentation, and system enhancements, with opportunities to lead meetings for select clients and to develop operating procedures as

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