Overview

Languages

English

Education

- Bachelor's degree
- or equivalent experience

Experience

3 years to less than 5 years

On site

Work must be completed at the physical location. There is no option to work remotely.

Work setting

- Private company, corporation or industry

Responsibilities

Tasks

- Advise on trust account investments
- Identify clients' financial goals and objectives
- Supervise staff
- Analyze clients' financial records
- Develop financial plans for clients
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Arrange for sale of financial products and investments
- Administer estate, personal, charitable, corporate and other types of trusts,



direct trust account investments, receive and record investment income and disburse trust funds

Experience and specialization

Area of specialization

- Financial planning
- Accounting

Additional information

Work conditions and physical capabilities

- Attention to detail

Personal suitability

- Accurate
- Dependability
- Productive interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Interpersonal awareness
- Judgement
- Organized
- Team player
- Due diligence

📌 Account manager (London)
🏢 PESTEND
📍 London