Associate

As Associate, you will provide support to the Investment Advisers in co-ordination of administration and client management and marketing activities to ensure optimal client service experience in line with our client's business objectives and values.

Your Responsibilities

• Manage client onboarding, account opening, and ongoing administration of client portfolios.
• Coordinate settlement activities including cash and stock transfers, corporate actions, asset transfers, margin calls, and IPO/placement administration.
• Liaise with clients, Advisers, Operations, and other internal teams to support account management and resolve client queries.
• Prepare client meeting materials, follow up on actions, and maintain accurate client records and documentation.
• Proactively support client servicing by ensuring annual reviews, risk profile updates, and compliance documentation are completed on time.
• Assist Investment Advisers with portfolio administration, investment proposals, review documents, and service delivery reporting.
• Provide general administrative support including correspondence management, phone support, email management, and data entry.
• Support client functions, marketing events, and broader team initiatives as required, including reception and office support when needed.

About You

• A minimum of 2 years' experience in a similar role within Wealth Management or Professional Services and a proven aptitude to learn new skills.
• Anti-Money Laundering / Know Your Client experience an advantage.
• Degree qualified in Finance or related disciplines desirable. RG146 accreditation or equivalent (or willingness to work towards obtaining). Level 1 & Level 2 Derivatives accreditation is advantageous but not a must.

Desirable

• Experience with Avaloq is beneficial but not essential.
• Proficiency with Microsoft Teams and Microsoft Teams Event Planner.

What’s in it For You?

• Competitive salary package
• Opportunity to participate in a discretionary bonus program
• Flexible working environment
• Support and various programs for our people (Employee Assistance Program, Health & Wellbeing, Employee Referral Program)