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Wealth relationship analyst - client insights & research

Sydney
Wellington Management Company
Posted: 15 April
Offer description

A prominent investment firm in Sydney is seeking a Relationship Analyst to support and enhance relationships with Wealth clients. This role involves working closely with the ANZ wealth team on private wealth accounts and conducting independent analysis. The ideal candidate has 2+ years in asset management, strong communication skills, and a collaborative approach. Proficiency in Bloomberg and Microsoft Office is important, as well as a bachelor's degree. Join a dynamic team focused on delivering client excellence and investment solutions.#J-18808-Ljbffr

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