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Client-Focused Wealth Planning Associate, Jersey
Job in
Glasgow, Glasgow City Area, G1, Scotland, UK
Listed on 2026-07-09
Listing for:
cgwm
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
cgwm is seeking an experienced Wealth Planning professional to join our Jersey team. You will be the first point of contact, providing support to the Wealth Planning team and helping deliver exceptional client outcomes while ensuring adherence to compliance standards.
The ideal candidate will have a strong focus on client management and must be proficient in company processes. This role offers a unique opportunity to make a significant impact in our growing team.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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