Detailed Wealth Planning Associate Position

Become a key player in wealth management as a Wealth Planning Associate. Directly support a Portfolio Manager and engage with high-net-worth clients to offer bespoke financial and strategic solutions.
This hands-on role will challenge you to prepare detailed wealth plans across areas such as retirement, estate, and cash flow management. You will coordinate seamlessly with external professionals and ensure comprehensive reporting and monitoring of client portfolios. Strong communication and attention to detail are essential for success in this dynamic position.
Key Responsibilities:
• Assist a Portfolio Manager with onboarding high-net-worth clients
• Develop comprehensive plans covering various financial aspects
• Conduct analysis to identify financial planning opportunities
• Collaborate with external advisors for unified advice
• Maintain detailed records and support portfolio monitoring
Requirements:
• 3–5+ years in wealth management or financial planning<...