Senior Investment Assistant
Core
Senior administrative support for Investment Managers serving UHNW clients, handling complex operational matters, account openings, and team oversight.
Role type
Senior Investment Assistant (Front Office Support)
Builds
Holistic wealth management service for UHNW clients
Domain
Private Banking / Wealth Management
Deliverable
product features
Required skills
Line management, regulatory compliance oversight, account opening processes, trading operations support, process improvement, stakeholder communication
Preferred skills
Level 4 IAD qualification, supervisory experience
Technologies
None stated
Responsibilities
Act as main point of contact for administrative queries; oversee quality of administrative services; manage account openings; delegate tasks and guide colleagues; ensure regulatory compliance; participate in process improvement forums.
Seniority
Senior, hands-on IC with supervisory duties