Client Advisor Assistant

Responsibilities:

Client Support & Relationship Backing

• Support the relationship managers in managing day-to-day client interactions and service requirements.
• Prepare meeting materials, client presentations, and portfolio reports.
• Attend client meetings where required and document follow-up actions.
• Track and manage client requests to ensure timely and accurate execution.
• Serve as a secondary point of contact for operational client matters.
• Assist in maintaining detailed client records and documentation.

Portfolio Reporting & Analysis:

• Support performance tracking, asset allocation analysis, and risk monitoring.
• Assist in preparing investment research summaries and commentary for clients.
• Coordinate with custodians and platform providers to obtain the required data.
• Ensure accuracy and consistency of all client-facing reporting materials.

Execution & Operational Coordination:

• Support client onboarding processes, including documentation and compliance requirements.
• Liaise with Operations, Compliance, Investment Advisory, and external providers to ensure seamless execution.
• Monitor transaction processing and follow through to settlement confirmation.
• Assist with the preparation of subscription documents and capital call notices where applicable.
• Maintain organized records of mandates, agreements, and correspondence.

Business Development Support:

• Support the Client Advisor in preparing pitch materials for prospective clients.
• Assist in researching prospects and preparing briefing notes.
• Maintain pipeline tracking and follow-up schedules.
• Prepare financial illustrations and proposal documentation.
• Provide analytical support during new client conversion processes.

Administrative & Process Improvement:

• Identify opportunities to improve reporting efficiency and client servicing workflows.
• Maintain structured filing systems (digital and physical).
• Support preparation of internal performance dashboards.
• Contribute to continuous improvement of client experience processes

Requirements:

• BSc Degree in Finance, Economics, Accounting, Business or related field.
• 1–4 years’ experience in wealth management, private banking, asset management, family office, or financial services.
• 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
• Mature, reliable, and professional.