Client Advisor Assistant / Business Support Assistant (Analyst)

Our client is a reputable and fast-growing independent investment and wealth management firm. They provide tailored portfolio management, investment advisory, and strategic wealth solutions to high-net-worth individuals, families, and institutional clients. With a strong focus on disciplined asset allocation, risk management, and long-term value creation, they are committed to delivering sophisticated financial solutions backed by rigorous research and operational excellence.

They are currently looking to hire a Client Advisor Assistant / Business Support Assistant (Analyst) to join their Wealth Management team and provide analytical, operational, and relationship management support to senior Client Advisors.

• Support the relationship managers in managing day-to-day client interactions and

service requirements.

• Prepare meeting materials, client presentations and portfolio reports.

• Attend client meetings where required and document follow-up actions.

• Track and manage client requests to ensure timely and accurate execution.

• Serve as secondary point of contact for operational client matters.

• Assist in maintaining detailed client records and documentation.

• Support performance tracking, asset allocation analysis and risk monitoring.

• Assist in preparing investment research summaries and commentary for clients.

• Coordinate with custodians and platform providers to obtain required data.

• Ensure accuracy and consistency of all client-facing reporting materials.

• Support client onboarding processes including documentation and compliance

requirements.

• Liaise with Operations, Compliance, Investment Advisory and external providers

to ensure seamless execution.

• Monitor transaction processing and follow through to settlement confirmation.

• Assist with preparation of subscription documents and capital call notices where

applicable.

• Maintain organized records of mandates, agreements and correspondence.

• Support the Client Advisor in preparing pitch materials for prospective clients.

• Assist in researching prospects and preparing briefing notes.

• Maintain pipeline tracking and follow-up schedules.

• Prepare financial illustrations and proposal documentation.

• Provide analytical support during new client conversion processes.

• Identify opportunities to improve reporting efficiency and client servicing workflows.

• Maintain structured filing systems (digital and physical).

• Support preparation of internal performance dashboards.

• Contribute to continuous improvement of client experience processes.

• BSc Degree in Finance, Economics, Accounting, Business or related field.

• 1 – 4 years’ experience in wealth management, private banking, asset management, family office or financial services.

• CFA, CFP®, CISI or equivalent designation preferred.

• High proficiency in Excel, including financial modelling and data analysis

• Experience preparing client presentations, investment statements, transaction processing

• Exceptional written and verbal, English language communication skills

• Proficient in MacOS Keynote, Numbers and Pages

• Proficient in MS Powerpoint & Word

• Strong understanding of financial products and multi-asset class portfolios

• Diligent, with excellent attention to detail and high accuracy in reporting

• Strong numerical and analytical capability.

• Strong presentation and proposal development skills

• Exceptional interpersonal and communication skills

• Strong organisational and time management skills, ability to manage multiple tasks simultaneously

• Target-driven and results-oriented, able to deliver on time, under pressure

• Highly adaptable, able to deal with ambiguity and change

• High integrity and able to handle confidential matters with absolute discretion

• Highly responsive and service oriented mindset.

• Able to work in a fast-paced team with minimal supervision

• Proactive, dependable and solutions focused.

• Mature, reliable and professional.