Private Wealth Associate Adviser
Core
Support senior advisers in managing relationships with High Net Worth and Ultra High Net Worth clients, preparing documentation, and executing trades.
Role type
Associate Wealth Adviser
Builds
Client investment portfolios and financial advice documentation
Domain
Private Wealth / Financial Planning
Deliverable
client delivery
Required skills
HNW client relationship management, investment idea development, trade execution, financial planning documentation, workflow management
Preferred skills
Experience with both retail and wholesale advice, knowledge of financial planning legislation and regulations
Responsibilities
Prepare documents for client meetings, act as primary point of contact for clients, attend client meetings with advisers, complete meeting follow-ups and summaries, oversee workflow management and delegate to support team, assist in developing investment ideas and executing trades, draft advice documentation