Client Advisor / Business Support Assistant

Job Description

• We are seeking a highly organised, detail-oriented and proactive Analyst to join our Wealth Management division as Client Advisor Assistant.
• This role is designed to support the relationship managers in the detailed execution of client-related activities and to provide full operational and transactional backing across relationship management functions.
• The objective of this role is to enable the Client Advisor to focus their time on business development, winning new mandates, converting prospects and deepening strategic client relationships.
• This is a demanding, fast-paced role requiring exceptional attention to detail, discretion and the ability to manage multiple priorities simultaneously.
• Cultural fit is critical, and it is vital that the candidate shares and upholds our values and beliefs.
• An existing understanding of asset management, wealth management banking, financial products and basic accounting is essential.

Key Responsibilities of this role include but are not limited to

• 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 organised 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.

Required Qualifications and Skills

• 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.
• Exceptional written and verbal English language communication skills
• Proficient in macOS Keynote, Numbers and Pages
• Proficient in MS PowerPoint & Word
• High proficiency in Excel, including financial modelling and data analysis
• Experience preparing client presentations, investment statements, and transaction processing
• 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.