Company: cgwm
Location:
Job Description:
cgwm is seeking an experienced Wealth Planning professional to join our Jersey team. You will be the first point of contact, providing support to the Wealth Planning team and helping deliver exceptional client outcomes while ensuring adherence to compliance standards.
The ideal candidate will have a strong focus on client management and must be proficient in company processes. This role offers a unique opportunity to make a significant impact in our growing team.
#J-18808-Ljbffr…
Posted: July 9th, 2026