Investment Associate
2 days ago
Job Summary:
The Wealth Management Associate support senior finance director in delivering comprehensive financial solutions to clients and investment partners. This includes client relationship support, portfolio administration, financial planning coordination, and ensuring a high level of client service.
Key Responsibilities
Client Support & Relationship Management
- Serve as key point of contact for clients on administrative and operational matters.
- Assist in onboarding new clients, including KYC/AML documentation and account setup.
- Coordinate and attend client meetings, take meeting notes, and ensure follow-up on action items.
- Maintain and update CRM systems with client interactions and data.
Portfolio & Investment Support
- Assist in preparing investment proposals, asset allocation reports, and client review materials.
- Monitor client portfolios and work with portfolio managers to ensure alignment with investment goals.
- Help execute client instructions related to trades, transfers, or account maintenance.
Financial Planning & Reporting
- Support the development of financials plans, retirement projections, and cash flow analyses.
- Generate performance reports and other customized client reporting as needed.
Compliance & Risk Mangement
- Ensure all client activity complies with regulatory requirements and internal policies.
- Support audits and reviews by preparing documentation and responding to inquiries.
Preferred Skills and Attributes:
- Client-first mindset with high professional integrity and discretion.
- Team player with a collaborative approach.
- Ability to multitask and prioritize in a fast-paced environment.
Requirements:
- Relevant experience in client servicing, operations or sales support within financial institutions.
- Bachelor degree or diploma from reputable institutions.
- Strong understanding of financial products and services.
- Excellent interpersonal, communication and client interfacing skills.
- Meticulous, strong attention to details.
- Possess future oriented mindset, strive to innovate and adapt to changes
- Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments.
- Ability to thrive in a fast paced environment and remain empathetic, passionate and resilient.
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