Private Wealth Associate
Core
Provide ongoing support for Relationship Managers and the Private Wealth team by delivering exceptional service to high-net-worth clients through portfolio administration, financial planning support, and investment coordination.
Role type
Private Wealth Associate (Client Support & Operations)
Builds
Client relationships, financial plans, and investment proposals for high-net-worth individuals
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Portfolio administration, financial planning support, investment coordination, client relationship management, account onboarding, regulatory compliance, transaction processing, prospecting support
Preferred skills
Experience with high-net-worth or ultra-high-net-worth clients, CFA/CFP/CIM designation progress
Technologies
MS Suite, CRM systems, portfolio management platforms
Responsibilities
Serve as primary point of contact for client inquiries and transactions; coordinate client meetings and portfolio reviews; assist in developing customized financial plans; facilitate account opening and transfers; process client-directed transactions with quality controls; support prospecting efforts and client events
Seniority
Mid-level, hands-on IC