Trainee, Private Wealth
23 June by Equiom Group
Full Time (35 hrs/wk)
Reference ID: 221351
Duration:
Permanent
Salary: To be advised
End Date: 12 Jul 2026
Job Description
What You’ll Be Doing:
- Support onboarding processes including Know Your Customer (KYC) and due diligence tasks.
- Assist in preparing client documents and instructions.
- Maintain accurate and up-to-date client records.
- Help with transactions, forms, and general administrative tasks.
- Participate in teamwork and learn how all components fit together.
