全职 Wealth Advisory Assistant 工作, 薪水, Selby Jennings 公司招聘中 - Ricebowl

Client Advisory & Relationship Management

• Partner with senior advisors to support client objectives and ongoing service needs.
• Coordinate with external professional advisors and service providers on client-related matters.
• Build and maintain relationships with key client contacts and trusted advisors.
• Support the execution of bespoke client requests and special projects.

Client Operations

• Manage client onboarding and account opening processes.
• Prepare and review client documentation, subscription forms, agreements, and supporting materials.
• Maintain KYC/CDD records and assist with regulatory documentation requirements.
• Process client account-related requests, fund movements, and administrative activities.
• Coordinate with internal teams to resolve operational and account-related matters.

Stakeholder Management

• Work closely with Operations, Compliance, Legal, Finance, and other internal teams to ensure seamless client servicing.
• Liaise with external counterparties and service providers where required.

Reporting & Documentation

• Maintain accurate client records and database information.
• Assist in preparing reports, presentation materials, and meeting packs for client discussions.
• Ensure strong data integrity and ongoing record maintenance.
  
  

• Bachelor's Degree with at least 3 years of relevant experience in Private Banking, Wealth Management, Family Office, Investment Management, or a related financial services environment.
• Strong client service orientation with the ability to manage multiple priorities.
• Experience in client onboarding, account maintenance, KYC/CDD, or client operations processes.
• Excellent communication and stakeholder management skills.
• Highly organised, detail-oriented, and able to operate independently in a fast-paced environment.
• A genuine interest in working with sophisticated high-net-worth clients and supporting complex client needs.

This opportunity is ideal for candidates looking to move into a broader client advisory environment with exposure to wealth management, client operations, and strategic client servicing.