Investment Management Associate

Key Responsibilities:

Client Support & Relationship Management

• Serve as a key point of contact for clients on administrative and operational matters.
• Assist in onboarding new clients, including KYC/AML documentation and account setup.
• Coordinate and attend client meetings, take meeting notes, and ensure follow-up on action items.
• Maintain and update CRM systems with client interactions and data.

Portfolio & Investment Support

• Assist in preparing investment proposals, asset allocation reports, and client review materials.
• Monitor client portfolios and work with portfolio managers to ensure alignment with investment goals.
• Help execute client instructions related to trades, transfers, or account maintenance.

Financial Planning & Reporting

• Support the development of financial plans, retirement projections, and cash flow analyses.
• Generate performance reports and other customized client reporting as needed.

Compliance & Risk Management

• Ensure all client activity complies with regulatory requirements and internal policies.
• Support audits and reviews by preparing documentation and responding to inquiries.

Preferred Skills and Attributes:

• Client-first mindset with high professional integrity and discretion.
• Team player with a collaborative approach.
• Ability to multitask and prioritize in a fast-paced environment.

Requirements:

• Relevant experience in client servicing, operations or sales support within financial institutions
• Bachelor degree or diploma from reputable institutions
• Strong understanding of financial products and services
• Excellent interpersonal, communication and client interfacing skills
• Meticulous, strong attention to details
• Possess future oriented mindset, strive to innovate and adapt to changes
• Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments
• Ability to thrive in a fast paced environment and remain empathetic, passionate and resilient