Associate
Core
Support Investment Advisers in delivering exceptional service to high net worth and ultra high net worth clients through portfolio administration and client coordination.
Role type
Associate (Advisory Support)
Builds
Client service experiences and investment proposals for private wealth clients
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
portfolio administration, client onboarding, cash and stock transfers, corporate actions, meeting materials preparation, compliance standards, client liaison, milestone monitoring
Preferred skills
RG146 accreditation, AML/KYC accreditation, derivatives accreditation
Technologies
Avaloq, Microsoft Office (Excel, PowerPoint, Word)
Responsibilities
Manage client onboarding and account openings; Coordinate cash/stock transfers, corporate actions, and settlements; Prepare investment proposals and pitch documents; Maintain client files and ensure compliance; Liaise with clients and external providers; Monitor client milestones like annual reviews.
Seniority
Junior to Mid-level, hands-on IC