This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth, sales propsecting and financial planning including 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.
- Conducting sales and meeting sales targets.
