Wealth Management Associate - Hiring Fast

Our Wealth Management Associates are a key part of our Wealth Management team providing essential support to the Advisers, ensuring they run an efficient and client focussed operation. The Wealth Management Associate’s role is to act as the key client contact, providing full support on non-advisory information as well as maintaining all compliance records to the highest standards to ensure we keep the Firm and clients safe.

• Ensure new client onboarding is a smooth and efficient process with all compliance requirements including AML processes being met and records accurately maintained to FMA regulations.
   
• Provide all clients with an exceptional level of ongoing and proactive support, managing all queries involving non-advisory matters.
   
• Take ownership for producing client portfolio reporting to the highest standards on a monthly and quarterly basis.
   
• Manage all requested trades and settlements with the relevant internal departments.
   
• Deliver to a high standard, ensuring that the Wealth Advisers you are supporting are able to focus solely on managing their portfolios and bringing in new business.