Wealth Advisory Assistant

Key Responsibilities

As a Wealth Advisory Assistant, you will support senior advisors in meeting client objectives and managing ongoing service needs. Responsibilities include collaborating with external professional advisors and service providers related to client matters, building and nurturing relationships with key client contacts and trusted advisors, as well as assisting in the execution of customized client requests and special projects.

In terms of client operations, you will oversee the onboarding process and account openings, prepare and review all necessary client documentation including subscription forms and agreements, and maintain KYC/CDD compliance and regulatory documents. You will process client account requests, fund movements, and handle various administrative tasks, coordinating with internal teams to resolve any operational or account-related issues.

Stakeholder management will require close collaboration with Operations, Compliance, Legal, Finance, and other internal teams to ensure smooth client servicing, along with liaising with external counterparties and service providers when needed. Maintaining accurate client records and database entries is essential, together with assisting in the preparation of reports, presentation materials, and meeting packs for client discussions. Emphasis on data integrity and continuous record upkeep is vital.

Requirements

• Bachelor’s degree accompanied by a minimum of 3 years’ pertinent experience within Private Banking, Wealth Management, Family Office, Investment Management, or related financial services fields.
• Strong client service focus and the ability to handle multiple priorities effectively.
• Experience in client onboarding, account maintenance, KYC/CDD, and client operations procedures.
• Excellent communication and stakeholder management capabilities.
• Highly organized and detail-oriented with the independence to thrive in a dynamic and fast-paced work environment.
• Demonstrated enthusiasm for engaging with sophisticated high-net-worth clients and addressing complex client requirements.

This role is well suited to professionals eager to expand their career into a comprehensive client advisory role encompassing wealth management, client operations, and strategic client servicing.