Direct message the job poster from Capital8 Search & Selection
Managing Director at Capital8 Search & Selection | MBA
Industry: Wealth Management | Financial Advisory | Private Banking
A leading wealth management firm is seeking a Wealth Manager Assistant to support its growing team. This is an excellent opportunity for a detail-oriented professional to step into a dynamic role, working alongside experienced wealth managers to provide high-quality client service and investment administration.
The Role
As a Wealth Manager Assistant, you will work closely with senior advisors, ensuring smooth client interactions, handling portfolio administration, and providing crucial support in wealth planning and investment processes.
Key Responsibilities
* Client Support & Administration – Assist wealth managers with client account management, ensuring exceptional service standards.
* Investment Documentation & Processing – Handle new investment applications, fund switches, and policy documentation.
* Client Communication – Liaise with high-net-worth clients to address queries, prepare reports, and ensure timely responses.
* Portfolio Reviews & Reporting – Support the preparation of investment reviews and performance updates.
* Regulatory & Compliance Support – Ensure records are accurate and comply with financial regulations.
Skills
* Degree in Business, Finance, or a related discipline (or relevant experience).
* 2+ years' experience in wealth management, financial services, or investment administration.
* QFA qualification (or working towards it) is preferred.
* Strong analytical and problem-solving skills with high attention to detail.
* Excellent communication skills to engage with clients and internal teams.
If you're considering new opportunities in wealth management, feel free to get in touch with Jean Moran at j.moran@capital8.ie to discuss potential roles.
Seniority level
Associate
Employment type
Full-time
Job function
Customer Service and Administrative
Industries
Financial Services and Banking
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