Our client is a leading Boutique Asset Management firm, renowned for their culture. Due to continued success, they are now seeking a skilled Senior Wealth Planning Assistant to join their dedicated team on a permanent basis.
Reporting directly to the Head of Client Services, the Senior Wealth Planning Assistant will take on the following dynamic responsibilities:
1. Initiate and manage client relationships from inception, collaborating with Investment Managers and coordinating account opening.
2. Maintain existing client accounts, conducting periodic AML reviews and managing agreements and sub-accounts.
3. Coordinate with third parties on custodial matters and derivative/FFX account openings.
4. Cultivate ongoing client relationships where suitable.
5. Handle client queries comprehensively, including reporting, cash transactions, custody, and transitions.
The ideal candidate for this role will possess the following skillset:
1. Minimum of 2 years’ experience in a similar role, demonstrating sound knowledge of asset management company structures.
2. Preferred experience in private client portfolio administration and relevant industry qualifications such as IOC.
This presents a remarkable opportunity for an ambitious professional to make a substantial impact within a respected Asset Management firm. The company offers a competitive compensation package, including an attractive bonus structure and ample room for professional growth.
If your experience resonates with the outlined criteria, please submit your CV for consideration.
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