Wealth Management Associate

Roles & Responsibilities

Job Summary

Assist wealth managers in providing comprehensive wealth management services to high-net-worth individuals, families, and institutions.

Key Responsibilities

1. Client Support : Assist wealth managers in managing client relationships, preparing client reports, and responding to client inquiries.

2. Financial Planning : Help wealth managers develop and implement comprehensive financial plans, including investment, tax, estate, and retirement planning.

3. Investment Research : Conduct research on investment products, markets, and trends to support investment decisions.

4. Portfolio Administration : Assist in managing client portfolios and performance reporting.

5. Compliance : Ensure compliance with regulatory requirements and company policies.

Tell employers what skills you have

Wealth Management

Financial Planning

Interpersonal Skills

Relationship Management

Financial Markets

Investment Management

Compliance

Financial Advisory

Regulatory Requirements

Financial Services