Associate, Private Wealth

What we are looking for:

Under the supervision of the Senior Investment Counsellor, the Associate is primarily responsible for providing a very high quality, personalized service to our private wealth clients and supporting portfolio management and investment management activities as well as the business development of private Investment Counsellors. As a member of the private wealth service team, the incumbent will also be asked to assist other team members in their tasks.

Your responsibilities:

Client Servicing Support

Cultivate strong relationships with clients becoming the go-to person for account specific information, including portfolio investment performance, providing reports and clarifications to client’s accountant and custodian, cash contributions/withdrawals, and coordination with other departments (trading, billing, compliance, etc.). Facilitate the onboarding process for new clients and maintain existing client accounts and records....

Ready to Apply?

Submit your application today and join our talented team at TAL Life LTD.