This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals.
Core Function & Support
- Provide direct administrative and analytical support to the Executive Wealth Director and his team.
- Serve as a primary point of contact for clients, addressing routine inquiries and scheduling meetings.
- Ensure all client files, investment paperwork, and firm documentation are complete, accurate, and comply with regulatory standards.
- Prepare necessary materials, reports, and presentations for client review meetings.
- Para planner in closing sales and deals.
Administrative & Operational Tasks
- Handle the opening, closing, transferring, and maintenance of client accounts.
- Accurately update client information, transaction records, and portfolio details in the firm's system.
- Manage the Executive Wealth Manager's calendar, client appointment setting, and travel arrangements if necessary.
- Draft and send professional correspondence (emails, letters) to clients and internal teams.
Financial & Analytical Duties
- Generate performance reports, portfolio summaries, and asset allocation breakdowns for clients.
- Process and monitor wealth and financial plans under the direction of the Wealth Manager (may require licencing)
- Assist with calculating and processing client management fees and service charges.
- Conduct basic research on investments, market trends, or financial products as requested.
