Associate - Private Wealth Management
Core
Provide technical and administration support to Advisers in managing a private wealth client base, including placing market orders, managing funds, and preparing advice documents.
Role type
Associate Private Wealth Management Administrator
Builds
Private wealth client portfolios and formal advice documents
Domain
Financial Services / Wealth Management
Required skills
Financial services knowledge, market order execution, funds management, advice document preparation, client communication, investment monitoring
Preferred skills
Bachelors degree, technology proficiency, self-driven learning
Responsibilities
Place buy/sell orders on the market, manage funds product orders, prepare Statements of Advice, assist with client meetings, provide analysis and ongoing monitoring of investments
Seniority
Junior, support role