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.