Wealth Management Associate Job Description

Wealth Management Associate Job Description Template

We are looking for a Wealth Management Associate to assist the Wealth Manager and clients with investments and other financial endeavors. Wealth Management Associate's responsibilities include client relations and handling queries.

To be successful as a Wealth Management Associate, you should have a great product and investment knowledge and understand complex financial information. Ultimately, a top-notch Wealth Management Associate should cultivate client relationships and have excellent attention to detail.

Wealth Management Associate Responsibilities:

• Researching market trends and assisting with the development of investment plans in collaboration with Wealth Managers
• Managing relationships with clients on behalf of Wealth Managers.
• Providing support on products and services to Wealth Managers and clients.
• Resolving issues and concerns of clients with input from the Wealth Manager.
• Completing and submitting investment-related documents, including applications and withdrawal forms.
• Compiling customized investment presentations for potential and existing clients.
• Analyzing financial statements and market trends and compiling reports for Wealth Managers and clients.
• Performing day-to-day administrative tasks such as responding to client emails and requests.

Wealth Management Associate Requirements:

• A degree in Finance, Economics, Management, or related field.
• At least 5 year's experience in the financial service industry.
• CFP and CFA certification will be advantageous.
• Analytical thinking skills.
• Ability to grasp and interpret complex financial and investment-related information.
• Extensive knowledge of financial investment, tax, and financial planning.
• Strong mathematical skills.
• Self-motivated and confident with strong work ethics.
• Advanced knowledge of Excel and PowerPoint and great presentation skills.
• Ability to work independently.