Investment Associate, Private Wealth
Core
Support high-performing wealth management teams serving high-net-worth and ultra-high-net-worth clients by managing relationships, overseeing account administration, and contributing to business development.
Role type
Investment Associate (Private Wealth)
Builds
Client portfolios and wealth plans for high-net-worth households
Domain
Financial Services / Private Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, Account administration, Financial planning, Business development, Regulatory compliance, Microsoft PowerPoint
Preferred skills
Marketing initiative support, Pitch deck creation, Center of influence partnership
Technologies
Microsoft PowerPoint
Responsibilities
Manage relationships with 75+ households and next-gen clients, Conduct portfolio reviews and performance monitoring, Handle account opening, maintenance, and transactions, Identify financial planning opportunities and deliver customized wealth plans, Collaborate with internal teams for issue resolution, Assist in creating investment proposals and portfolio recommendations, Support marketing initiatives and client events, Partner with lead advisors to build relationships with centers of influence.
Seniority
Mid-level, hands-on IC