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The Role
Supports senior Client Advisors with client relationship management, portfolio reporting, investment analysis, onboarding, transaction processing, business development materials, and operational coordination. Prepares presentations, reports, research summaries, financial illustrations, and proposal documents while maintaining accurate records and tracking client requests. Coordinates with custodians, operations, compliance, investment teams, and external providers. Also contributes to workflow improvements, dashboards, pipeline tracking, and client service processes.
Summary Generated by Built In
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.
Skills Required
- Bachelor of Science degree in Finance, Economics, Accounting, Business, or a related field
- 1 to 4 years of experience in wealth management, private banking, asset management, family office, or financial services
- CFA, CFP, CISI, or equivalent designation
- High proficiency in Microsoft Excel, including financial modeling and data analysis
- Experience preparing client presentations and investment statements
- Experience with transaction processing
- Exceptional written and verbal English communication skills
- Proficiency in Apple Keynote, Numbers, and Pages
- Proficiency in Microsoft PowerPoint and Word
- Strong understanding of financial products and multi-asset-class portfolios
- 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 organizational and time management skills, with the ability to manage multiple tasks simultaneously
- Target-driven and results-oriented, with the ability to deliver under pressure
- Highly adaptable and able to handle ambiguity and change
- High integrity and ability to handle confidential matters discreetly
- Service-oriented mindset and responsiveness
- Ability to work in a fast-paced team with minimal supervision
- Proactive, dependable, solutions-focused, mature, reliable, and professional
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