Поиск специалистов

EFA Group wealth teams work to understand the financial needs of our clients and create strategies to meet their objectives. Our wealth teams help our private clients to grow, manage and preserve their wealth. We look for professionally qualified advisers who are able to build long-term relationships with customers.

• Work closely with Private Wealth Advisors to support their clients
• Interact and troubleshoot with high profile clients
• Manage the client on-boarding process
• Serve as a key liaison to other areas supporting Business including divisional Compliance, Legal and Tax. Perform daily cash management including making wire payments, asset transfers, booking journals and receipts
• Perform ongoing account maintenance including approvals to facilitate the trading of certain products
• Provide overview of client reporting and web capabilities to potential new clients
• Process subscriptions and redemptions of Alternative Investments, fund capital calls and respond to general queries associated with these investments
• Manage general project work including implementing regulatory changes
• Resolve adhoc client queries
• Cross cover the Financial Analyst role including trading functions