Associate, Wealth Management
Core
Client-facing advisory support role coordinating advice processes, preparing proposal and pitch documentation, managing portfolio transactions, and supporting a high-quality client experience for high-net-worth individuals.
Role type
Associate, Wealth Management (Advisory Support)
Builds
Personalized wealth management advice and portfolio strategies for HNW/UHNW clients, family offices, and not-for-profits
Domain
Private Wealth Management / Financial Advisory
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Wealth management experience, client servicing, portfolio administration, review preparation, investment administration, client reporting, CRM/trading systems proficiency
Preferred skills
Experience in HNW/UHNW environments, familiarity with Fin365, Xplan, IRESS, or TradeCentre
Technologies
Fin365, Xplan, IRESS, TradeCentre
Responsibilities
Coordinate advice processes and prepare proposal/pitch documentation; manage portfolio transactions, settlements, and account onboarding; support client meetings and respond to queries; maintain accurate records and compliance documentation; contribute to business development and prospecting activities
Seniority
Associate, entry-to-mid level IC