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The Role
The Client Advisor Assistant supports senior advisors in client interactions, portfolio analysis, operational coordination, and business development within wealth management.
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
- 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
- High proficiency in Excel, including financial modelling and data analysis
- Experience preparing client presentations, investment statements, transaction processing
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