Associate (Experienced)
Core
Senior support role managing complex client matters, portfolio administration, and mentoring junior staff for high net worth clients.
Role type
Experienced Associate (Advisory Support)
Builds
Client service delivery, portfolio administration, and investment proposal support
Domain
Private Wealth Management / Financial Advisory
Deliverable
client delivery
Required skills
complex portfolio administration, cash and stock transfers, corporate actions, margin calls, settlements, international trading, meeting material preparation, quality assurance, client file management, compliance monitoring, risk profile management, team mentoring
Preferred skills
Avaloq platform familiarity, derivatives accreditation, AML/KYC accreditation
Technologies
Avaloq, Microsoft Office (Excel, PowerPoint, Word)
Responsibilities
Manage end-to-end onboarding and complex portfolio administration; Execute cash/stock transfers, corporate actions, and settlements; Prepare and quality-check investment proposals and pitch documents; Act as escalation point for sensitive client matters; Mentor junior Associates; Monitor client milestones and risk profiles; Coordinate client functions and marketing events
Seniority
Mid-Senior, hands-on IC with mentorship duties