Wealth Management Associate

WHITE SOCIETY PTE. LTD.; Town of Islip (NY); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading financial firm seeks a wealth management assistant to support client relationship management and financial planning services. The role involves assisting wealth managers with client inquiries, investment research, compliance checks, and portfolio administration. Ideal candidates should possess strong analytical skills and preferably have experience in finance or wealth management.

Qualifications

• Experience in wealth management or finance is preferred.
• Strong analytical skills and attention to detail.

Responsibilities

• Assist in managing client relationships and preparing reports.
• Help develop and implement financial plans.
• Conduct investment research to support decisions.

Skills

Client Relationship Management

Financial Planning

Investment Research

Regulatory Compliance

Job description

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.