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Trainee, Private Wealth
- To be advised
- Permanent, Full Time
- Closing in 18 days
- Equiom Group
What You’ll Be Doing:
Support onboarding processes, including Know Your Customer (KYC) and due diligence tasks.
Helping prepare simple client documents and instructions.
Keeping client records accurate and up to date.
Assisting with transactions, forms and general admin tasks.
Getting involved in team work and learning how everything fits together.
To Apply please click on the link:
https://careers.equiomgroup.com/jobs/7948588-assistant-associate-private-wealth-family-office