Client onboarding Associate, Investment
Role responsibilities:
* Manage onboarding of new clients, including account openings and documentation.
* Oversee day-to-day portfolio administration and maintain accurate client records.
* Provide support to investment advisors in coordination of administration.
* Liaise daily with clients, internal teams, and external providers to resolve queries and deliver seamless service.
* Provide proactive client management, ensuring annual reviews and documentation updates are completed on time.
* You will support Investment Advisers in delivering high-quality service, investment solutions, and administrative support to HNW and UHNW clients.
What you'll need to succeed:
* Minimum 2+ years experience in wealth management or a client-facing financial services role
* Client onboarding experiences.
* Strong organisational skills with high attention to detail and ability to manage competing priorities.
* Excellent communication skills and a genuine client-first mindset
* Degree in Finance or a related discipline (desirable).
* RG146 accreditation or willingness to obtain quickly.
* AML/KYC or derivatives accreditation is an advantage.
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV