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Executive Assistant - Private Wealth Management

Early Applicant
  • Posted 11 days ago
  • Be among the first 10 applicants
5-7 Years

Job Description

Company Overview:

Our client is of the most prominent Private Equity MNCs, with a global presence and an exceptional track record of value creation. The firm is known for its entrepreneurial culture, deep investment expertise, and a collaborative, high-performance environment. With a commitment to excellence and long-term partnerships, the firm offers a dynamic platform for professionals seeking exposure to top-tier leadership and impactful work.

Job Summary:

We are hiring an experienced Executive Assistant to support 3 Partners in the private wealth team while helping manage roadshows. This is a high-visibility role requiring exceptional organizational skills, discretion, and the ability to operate effectively in a fast-paced, high-stakes environment. The ideal candidate will bring prior experience supporting senior executives in financial services, legal, or consulting, and will act as a strategic partner for the private wealth team.

Key Responsibilities:

  • Manage professional and personal scheduling for the Partners, including calendars, agendas, mail, email, phone calls, client management and other communications.
  • Assist the Partners in meeting preparations; including but not limited to agenda planning, online and offline documentation, logistics, sharing invites etc.
  • Maintain Minutes of Meetings and follow-up on actions/deliverables from all stakeholders.
  • Responding to emails and document requests on behalf of the Partners
  • Prepare presentations and documents on behalf of the Partners
  • Drive roadshows for the private wealth team

Requirements:

  • Minimum of 5 years of relevant administrative experience as an Executive Assistant. Experience at a financial services, private equity, venture capital, investment management or consulting firm. Experience in private wealth (PWM) will be an advantage
  • Proficient in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint etc).
  • Efficient execution of administrative activities, multi-tasking with high attention to detail, organization and process.
  • Clear, concise, and accurate verbal and written communication skills.
  • Ability to maintain professionalism and strict confidentiality with all materials.
  • Strong partnering, rapport-building, and relationship management abilities.
  • Ability to balance teamwork with self-direction and initiative to solve problems and deliver results.
  • Positive attitude and capability to work independently as well as part of a team.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. By submitting your application, you give us permission to store and use your data for recruitment purposes in accordance with our privacy policy.

More Info

Industry:Other

Function:Private Equity

Job Type:Permanent Job

Date Posted: 19/09/2025

Job ID: 126524411

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Last Updated: 30-09-2025 06:27:30 PM
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