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Client Advisor Assistant, EAM Desk, Private Bank
Job summary
A leading global private bank is seeking a dynamic Client Advisor Assistant to support the External Asset Management Desk. The successful candidate will have a Bachelor's degree and at least four years of experience in private banking. Responsibilities include managing client portfolios, preparing investment proposals, and ensuring compliance with regulatory standards. Apply now to be part of a high-performing team.
Qualifications
- Minimum of four years of relevant experience in private banking.
- Strong understanding of financial products and investment solutions.
- Excellent organizational and interpersonal skills.
Responsibilities
- Provide proactive support to Client Advisors in managing client portfolios.
- Prepare account opening documentation and ensure KYC compliance.
- Assist in investment proposals and portfolio reviews.
Skills
Education
AVP, Client Advisor Assistant, EAM Desk, Global Private Bank
Our client, a leading global private bank with a strong legacy in wealth management, is looking for a dynamic and driven Client Advisor Assistant. This role will support the External Asset Management (EAM) Desk in providing exceptional service to External Asset Managers (EAMs) and Single-Family Offices (SFOs).
Job Description
- Provide proactive support to Client Advisors in managing client portfolios, ensuring superior client service and satisfaction.
- Prepare and handle account opening documentation, KYC (Know Your Client) compliance, and ongoing client due diligence.
- Assist in investment proposals, portfolio reviews, and preparation of tailored solutions to meet client needs.
- Coordinate with internal departments to ensure efficient execution of client instructions, including transactions and reporting.
- Monitor client portfolios and proactively identify opportunities to enhance their financial strategies.
- Ensure adherence to regulatory requirements and internal policies to maintain a high standard of operational excellence.
- The ideal candidate will possess: A Bachelors degree in Finance, Economics, Business Administration, or a related field.
- A Minimum of four years of relevant experience in private banking.
- Strong understanding of financial products, investment solutions, and regulatory frameworks.
- Excellent organizational, interpersonal, and analytical skills, with a client-focused mindset and attention to detail.
If you are passionate about private banking and eager to contribute to a high-performing team, we invite you to apply for this exciting opportunity.
Please submit your CV in word format via APPLY NOW.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.