Associate
Core
Support Investment Advisers in delivering exceptional service to high net worth and ultra high net worth clients through portfolio administration and client coordination.
Role type
Associate in Wealth Management Advisory
Builds
Client service experiences and investment portfolio management
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Portfolio administration, client onboarding, cash and stock transfers, corporate actions processing, meeting material preparation, compliance record keeping, client liaison, milestone monitoring
Preferred skills
Problem solving, organizational skills, attention to detail, proactive approach, Microsoft Office proficiency
Responsibilities
Manage client onboarding and account openings; Coordinate cash/stock transfers, corporate actions, and settlements; Prepare investment proposals and pitch documents; Maintain client files and records; Liaise with clients and external providers; Monitor client milestones like annual reviews.
Seniority
Junior to Mid-level IC