Wealth Management Associate

ARTE AURA PTE. LTD.; Town of Islip (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

A financial services firm is seeking a motivated assistant to support wealth managers in delivering tailored wealth management services. The role involves client support, financial planning, investment research, portfolio administration, and compliance tasks, providing an opportunity to gain valuable experience in the wealth management industry.

Responsibilities

• Assist in managing client relationships and prepare reports.
• Help develop and implement comprehensive financial plans.
• Conduct research on investment products and markets.
• Assist in managing portfolios and performance reporting.
• Ensure compliance with regulatory requirements.

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.