Client Advisor / Business Support Assistant

About this role

A Client Advisor Assistant role in the Wealth Management division, supporting relationship managers with client activities and operational tasks. It aims to enable the Client Advisor to focus on business development and client deepening, suitable for candidates with experience in asset or wealth management and strong organisational skills.

What you would do

• Support day-to-day client interactions and service requirements.
• Prepare meeting materials, client presentations and portfolio reports.
• Attend client meetings and document follow-up actions.
• Track and manage client requests for timely execution.
• Assist in maintaining client records and documentation.
• Coordinate with custodians and platform providers to obtain data and ensure reporting accuracy.

What they are asking for

• BSc in Finance, Economics, Accounting, Business or related field.
• 1-4 years in wealth management, private banking, asset management or financial services.
• Preferred: CFA, CFP, CISI or similar designation.
• Excellent English communication skills.
• Proficient in macOS Keynote, Numbers and Pages; strong MS Word and PowerPoint; advanced Excel with financial modelling.
• Experience preparing client presentations, statements and processing transactions.

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