Associate
Core
Provide high-quality administrative and operational support to Investment Advisers managing HNW, UHNW, and family office clients in private wealth management.
Role type
Associate (Investment Adviser Support)
Builds
Sophisticated portfolios and global investment solutions for high-net-worth clients
Domain
Private Wealth Management / Asset Management
Required skills
Client onboarding and account maintenance, proposal and pitch document preparation, meeting coordination and follow-up, settlement and fund management, trade execution coordination, proactive client requirement management
Preferred skills
RG146 license, AML and KYC experience
Technologies
N/A
Responsibilities
Manage client onboarding, account opening, and ongoing maintenance; Prepare proposals, pitch documents, and meeting packs; Coordinate trade execution, settlements, and corporate actions; Manage meeting follow-ups and action items; Proactively manage client requirements like annual reviews and risk profile renewals
Seniority
Junior, hands-on IC