Assistant Wealth Manager

Job Description & Requirements

This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth, sales propsecting and financial planning including providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals.

Core Function & Support

• Provide direct administrative and analytical support to the Executive Wealth Director and his team.
• Serve as a primary point of contact for clients, addressing routine inquiries and scheduling meetings.
• Ensure all client files, investment paperwork, and firm documentation are complete, accurate, and comply with regulatory standards.
• Prepare necessary materials, reports, and presentations for client review meetings.
• Para planner in closing sales and deals.

Administrative & Operational Tasks

• Handle the opening, closing, transferring, and maintenance of client accoun...