Client Advisor Assistant / Business Support Analyst

About the role

A fast-growing independent investment and wealth management firm serving high-net-worth individuals, families and institutions is hiring a Client Advisor Assistant / Business Support Assistant (Analyst) for its Wealth Management team. The role provides analytical, operational and relationship management support to senior Client Advisors.

Key responsibilities

• Support relationship managers with day-to-day client interactions, prepare meeting materials, presentations and portfolio reports, attend client meetings and track client requests
• Act as secondary point of contact for operational client matters and help maintain client records
• Support performance tracking, asset allocation analysis and risk monitoring, and prepare investment research summaries
• Coordinate with custodians and platform providers, liaise with Operations, Compliance and Investment Advisory, and monitor transactions to settlement
• Support client onboarding, subscription documents and capital call notices, and keep records of mandates and agreements
• Help prepare pitch materials, prospect research, financial illustrations and proposal documentation
• Improve reporting efficiency and filing systems, and support internal performance dashboards

Required profile

• BSc in Finance, Economics, Accounting, Business or a related field
• 1-4 years' experience in wealth management, private banking, asset management, family office or financial services
• CFA, CFP, CISI or equivalent preferred
• Strong English communication, numerical and analytical ability, attention to detail and discretion with confidential matters

Required skills

• High proficiency in Excel, including financial modelling and data analysis
• MacOS Keynote, Numbers and Pages; MS PowerPoint and Word
• Experience preparing client presentations, investment statements and transaction processing