This is a brand new permanent, full-time opportunity will have you responsible for a portfolio of high net worth, and ultra-high net worth, individuals who are participants in plans administered by a leading private client services provider. You will be responsible for assisting the Participant Relationship managers with their portfolios of high net worth individuals covering pension and retirement plans, employee benefit trusts and deferred compensation plans. You will act as a secondary point of contact for these participants and will support the relationship managers in developing existing and potential relationships.
If you would like to find out more about the client and this fantastic opportunity, please contact our expert recruiters today, either by email email@example.com or by calling 01534 729996 , alternatively you can submit your CV to our team by clicking here . Please feel assured that all enquiries will be treated with the utmost discretion.