Wealth Management Associate

Our Private Client Wealth Management division is seeking a highly organised and detail‑oriented Wealth Management Associate (WMA) to provide professional administrative and operational support to a Wealth Manager. This role requires a committed individual who can manage deadline‑driven responsibilities, uphold the highest standards of client service, and operate with discretion, accuracy, and professionalism.

The successful candidate will play a key role in enhancing the client experience by ensuring that administrative processes, compliance requirements, and operational tasks are executed seamlessly and timeously.

Key Responsibilities

Administrative Support

• Prepare and collate documentation for new client onboarding.
• Maintain and update CRM profiles with accuracy and consistency.
• Liaise with internal and external service providers on client-specific matters.
• Address and resolve administrative queries on behalf of the Wealt...