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:

As a Client Advisor Assistant, you will:

• 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.

Job Requirements:

• 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.

EA No 23S1936

Reg No: R23118623