Key Responsibilities:

Client Support & Relationship Management

Serve as a key point of contact for clients on administrative and operational matters.

Assist in onboarding new clients, including KYC/AML documentation and account setup.

Coordinate and attend client meetings, take meeting notes, and ensure follow-up on action items.

Maintain and update CRM systems with client interactions and data.

Portfolio & Investment Support

Assist in preparing investment proposals, asset allocation reports, and client review materials.

Monitor client portfolios and work with portfolio managers to ensure alignment with investment goals.

Help execute client instructions related to trades, transfers, or account maintenance.

Financial Planning & Reporting

Support the development of financial plans, retirement projections, and cash flow analyses.

Generate performance reports and other customized client reporting as needed.

Compliance & Risk Management

Ensure all client activity complies with regulatory requirements and internal policies.

Support audits and reviews by preparing documentation and responding to inquiries.

Preferred Skills and Attributes:

Client-first mindset with high professional integrity and discretion.

Team player with a collaborative approach.

Ability to multitask and prioritize in a fast-paced environment.

Requirements:

Relevant experience in client servicing, operations or sales support within financial institutions

Bachelor degree or diploma from reputable institutions

Strong understanding of financial products and services

Excellent interpersonal, communication and client interfacing skills

Meticulous, strong attention to details

Possess future oriented mindset, strive to innovate and adapt to changes

Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments

Ability to thrive in a fast paced environment and remain empathetic, passionate and resilient