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 and portfolio administration for high net worth and ultra-high net worth clients
Domain
Private Wealth Management / Financial Advisory
Deliverable
client delivery
Required skills
complex problem solving, autonomous decision making, client relationship management, portfolio administration, mentoring, stakeholder coordination
Preferred skills
RG146 accreditation, AML/KYC knowledge, derivatives knowledge, Avaloq platform experience, AI proficiency
Technologies
Avaloq, Microsoft Office (Excel, PowerPoint, Word)
Responsibilities
Manage end-to-end client onboarding and complex portfolio administration; Resolve complex client queries and operational issues; Prepare and quality-check investment proposals and meeting materials; Mentor junior Associates; Monitor client milestones and risk profiles; Coordinate client functions and marketing events
Seniority
Senior, hands-on IC with mentorship duties