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Client Advisor Assistant Business Support Assistant (Analyst)
Job Location:
Salary:
Experience Required:
Posted:
7 October 2026 (Yesterday)
Posted:
Application Deadline:
4 January 2027
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
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.
Key Responsibilities:
Client Support & Relationship Backing
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.
Portfolio Reporting & Analysis
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.
Execution & Operational Coordination
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.
Business Development Support
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.
Administrative & Process Improvement
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.
Job Requirements
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.
Required Skills:
Reconciliation Settlement operations Microsoft Excel Financial reporting Transaction monitoring Bank account reconciliation Ledger reconciliation
