The posting
Our client is a reputable and fast-growing independent investment and wealth management firm. They provide tailored portfolio management, investment advisory, and strategic wealth solutions to high-net-worth individuals, families, and institutional clients. With a strong focus on disciplined asset allocation, risk management, and long-term value creation, they are committed to delivering sophisticated financial solutions backed by rigorous research and operational excellence. They are currently looking to hire a Client Advisor Assistant / Business Support Assistant (Analyst) to join their Wealth Management team and provide analytical, operational, and relationship management support to senior Client Advisors. Key Responsibilities: Client Support & Relationship Backing • Support the relationship managers in managing day-to-day client interactions and service requirements. • Prepare meeting materials, client presentations and portfolio reports. • Attend client meetings where required and document follow-up actions. • Track and manage client requests to ensure timely and accurate execution. • Serve as secondary point of contact for operational client matters. • Assist in maintaining detailed client records and documentation. Portfolio Reporting & Analysis • Support performance tracking, asset allocation analysis and risk monitoring. • Assist in preparing investment research summaries and commentary for clients. • Coordinate with custodians and platform providers to obtain required data. • Ensure accuracy and consistency of all client-facing reporting materials. Execution & Operational Coordination • Support client onboarding processes including documentation and compliance requirements. • Liaise with Operations, Compliance, Investment Advisory and external providers to ensure seamless execution. • Monitor transaction processing and follow through to settlement confirmation. • Assist with preparation of subscription documents and capital call notices where applicable. • Maintain organized records of mandates, agreements and correspondence. Business Development Support • Support the Client Advisor in preparing pitch materials for prospective clients. • Assist in researching prospects and preparing briefing notes. • Maintain pipeline tracking and follow-up schedules. • Prepare financial illustrations and proposal documentation. • Provide analytical support during new client conversion processes. Administrative & Process Improvement • Identify opportunities to improve reporting efficiency and client servicing workflows. • Maintain structured filing systems (digital and physical). • Support preparation of internal performance dashboards. • Contribute to continuous improvement of client experience processes. Job Requirements • BSc Degree in Finance, Economics, Accounting, Business or related field. • 1 – 4 years’ experience in wealth management, private banking, asset management, family office or financial services. • CFA, CFP®, CISI or equivalent designation preferred. • High proficiency in Excel, including financial modelling and data analysis • Experience preparing client presentations, investment statements, transaction processing • Exceptional written and verbal, English language communication skills • Proficient in MacOS Keynote, Numbers and Pages • Proficient in MS Powerpoint & Word • Strong understanding of financial products and multi-asset class portfolios • Diligent, with excellent attention to detail and high accuracy in reporting • Strong numerical and analytical capability. • Strong presentation and proposal development skills • Exceptional interpersonal and communication skills • Strong organisational and time management skills, ability to manage multiple tasks simultaneously • Target-driven and results-oriented, able to deliver on time, under pressure • Highly adaptable, able to deal with ambiguity and change • High integrity and able to handle confidential matters with absolute discretion • Highly responsive and service oriented mindset. • Able to work in a fast-paced team with minimal supervision • Proactive, dependable and solutions focused. • Mature, reliable and professional.
