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Wealth Advisory Support Consultant

Jobtailor

Responsibilities Maintaining Wealth Advisory policies and procedures Coordinating audit, risk, and governance activities Supporting client advocacy inquiries and resolutions Managing Wealth Exception Panel process Primary contact for Wealth policy‑related requests Leading Wealth Advisory Support strategic initiatives Providing execution and operational support for leadership Collaborating with cross‑functional partners Defining problems and organizing strategic approaches Establishing relationships with stakeholders Delivering consistent communication processes Engaging in Wealth‑wide strategic initiatives Requirements 5+ years Wealth management experience Excellent organizational skills Knowledge base with emphasis on accuracy and detail Flexible; able to adapt to change Excellent interpersonal and change‑management skills Excellent oral and written communication skills Ability to travel, occasionally overnight #J-18808-Ljbffr Jobtailor

Vacancy posted 4 days ago
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