Role Overview:
We are seeking a Client Associate to support our Client Advisors in managing and nurturing UHNW client relationships. The role involves providing seamless client service, assisting with investment and financial planning, and ensuring accurate execution of client transactions.
Key Responsibilities:
- Support Client Advisors in developing, managing, and retaining UHNW client relationships.
- Collaborate with the Investment Portfolio Management team on customized investment solutions.
- Respond promptly to client queries and monitor account activities.
- Coordinate with internal teams and external partners to deliver a seamless client experience.
- Uphold the firms values, reputation, and compliance standards.
Qualifications & Skills:
- Bachelors degree (Masters or CFP/CFA preferred).
- 67 years of experience in private banking or wealth management preferred.
- Strong understanding of financial services and UHNW client needs.
- Detail-oriented, client-focused, and highly organized with excellent interpersonal skills.
- Ability to work independently and collaboratively in a fast-paced environment.
