Our client is a global private bank and asset manager that designs and implements customized solutions to help clients build and preserve wealth. They are looking for a highly motivated and organized bi-lingual (spanish speaking) individual to join their Private Wealth team as an Associate. This role offers the opportunity to work closely with Wealth Consultants and clients, providing exceptional service and ensuring client satisfaction.
What you'll do:
As an Associate in Wealth Management, your role will be multifaceted. You will work closely with different business areas to coordinate, originate, edit, and publish client proposals. Your excellent communication skills will be put to use as you prepare client reporting and presentations to communicate portfolio performance and investment strategies. You will assist Wealth Consultants in managing client portfolios, including account opening, account maintenance, and transaction processing. Your commitment to efficiency will shine as you contribute to the continuous improvement of processes and procedures. Lastly, your keen interest in financial services will drive you to stay up-to-date on industry trends and regulatory developments.
- Coordinate, originate, edit and publish client proposals
- Prepare client reporting and presentations to communicate portfolio performance and investment strategies
- Assist Wealth Consultants in managing client portfolios, including account opening, account maintenance, and transaction processing
- Promote efficiency by contributing to the continuous improvement of processes and procedures
- Stay up-to-date on industry trends and regulatory developments to maintain a strong understanding of the market and the competition
What you bring:
The ideal candidate for this Associate role in Wealth Management brings a variety of skills to the table. Your strong customer service orientation will ensure that clients receive exceptional service at all times. Your proficiency in Microsoft Office will aid in various tasks such as preparing reports and presentations. Your comfort interacting with High Net Worth Clients will allow you to build strong relationships with our clientele. Your experience working with a CRM system, preferably Salesforce, will streamline your workflow. Your understanding of the financial services industry will provide valuable insight into market trends and competition. Lastly, your excellent communication skills coupled with your ability to manage multiple complex projects will make you an invaluable asset to our team.
- Proficiency in the Spanish language is required
- Strong customer service orientation
- Proficiency in Microsoft Office
- Comfort interacting with High Net Worth Clients
- Experience working with a CRM system (Salesforce is preferred)
- Understanding of financial services industry
- Excellent communication and interpersonal skills
- Ability to manage multiple complex projects with attention to detail
What's next:
Ready to take the next step in your career? If you have a a strong interest in financial services and a passion for delivering exceptional client experiences Apply below or email me your resume directly to andres.nino@robertwalters.com
