Supports the Executive Wealth Director and his team in the research, analysis, management, and execution of client investment strategies. Acts as a crucial link between the sales team and the back-office operations and ensuring seamless client service. Conduct sales, meeting sales targets, and investment execution.

Key Responsibilities

• Conduct due diligence on potential wealth and investment opportunities.
• Perform quantitative and qualitative analysis of portfolio holdings and asset classes.
• Conduct sales and meeting sales targets.
• Assist in generating investment proposals, performance reports, and market commentaries.
• Gather and synthesize economic, market, and company-specific data to support investment decisions.
• Prepare and process trade orders accurately and efficiently as directed, adhering to all compliance guidelines.
• Monitor portfolios for cash balances, asset allocations, and compliance with client investment policy statements.
• Resolve trade settlement issues and coordinate with custodial and operations teams.
• Prepare comprehensive client performance reviews and quarterly statements.
• Assist in drafting client-facing correspondence, presentations, and meeting materials.
• Respond promptly to client and internal inquiries regarding portfolio performance, transactions, and account details.
• Ensure all client documentation, Know Your Customer (KYC), and suitability requirements are complete and current.
• Maintain and update client data, transaction records, and research files in the management systems.
• Assist with regulatory reporting and internal compliance audits as needed.