Client Advisor Assistant/Relationship Manager (Wealth Management)

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.

• BSc Degree in Finance, Economics, Accounting, Business or related field.

• 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, 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

• 1 – 4 years’ experience in wealth management, private banking, asset management, family office or financial

services.

• Mature, reliable and professional.