Expression of Interest: Adviser Assistant / Wealth Management Associate
Core
Support Investment Advisers by collecting and analyzing financial data, maintaining client portfolios, and providing timely investment advice and market research.
Role type
Adviser Assistant / Wealth Management Associate
Builds
Client portfolios and investment strategies
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial data analysis, portfolio maintenance, market research, client correspondence, IPO allocation coordination, operations liaison
Responsibilities
Collect and analyze financial/investment information for client advice, maintain client portfolios and revise investment strategies, provide market information and stock research, execute client-adviser correspondence, coordinate IPO allocations and documentation, liaise with Operations team, assist with annual and quarterly client reviews
