Ultra-High Net Worth PWM Associate
Core
Client-facing associate supporting Ultra-High Net Worth clients with asset allocation, trust planning, and portfolio analytics.
Role type
Associate in Private Wealth Management
Builds
Client service and portfolio management for UHNW individuals
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Client relationship management, Portfolio analytics, Trust & Estate Planning, Retirement Planning, Insurance planning, Executive compensation analysis, Multi-tasking under pressure, Analytical thinking, Detail-orientation, Microsoft Excel, Microsoft Word
Preferred skills
CFA, CFP, or CPWA designation, Series 7, Series 63, Series 6 licenses, Spanish, Portuguese, or Mandarin language proficiency
Technologies
Microsoft Excel, Microsoft Word
Responsibilities
Partner with Relationship Managers and Financial Advisors to support UHNW clients throughout the lifecycle; Deliver exceptional client service through direct interactions, analyses, and account maintenance; Prepare materials ahead of client meetings.
Seniority
Associate, entry-level to mid-level
