Assistant Wealth Manager

Roles & Responsibilities

This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals.

Core Function & Support

• Provide direct administrative and analytical support to the Executive Wealth Director and his team.
• Serve as a primary point of contact for clients, addressing routine inquiries and scheduling meetings.
• Ensure all client files, investment paperwork, and firm documentation are complete, accurate, and comply with regulatory standards.
• Prepare necessary materials, reports, and presentations for client review meetings.
• Para planner in closing sales and deals.

Administrative & Operational Tasks

Financial & Analytical Duties

Tell employers what skills you have

Wealth Management

Investment Strategies

Asset Allocation

Travel Arrangements

Financial Planning

Interpersonal Skills

Investments

Wealth Accumulation

Wealth

Planner

Investment Management

Customer Acquisition

Emotional Intelligence

Banking

Financial Advisory

Scheduling