Job Description
Are you a highly organised, detail-focused professional with experience in financial planning or wealth management administration?
Private Client Holdings is looking for a Wealth Management Associate to support a Wealth Manager in delivering exceptional service to private clients and their families. This role is ideal for someone who takes pride in accuracy, professionalism, client care and getting the details right. At Private Client Holdings, the culture is built on Professionalism, Client Centricity and Trust . The team is committed to nurturing long‑term client relationships and providing dependable, high-quality support in a private wealth environment.
Purpose of the Role
The purpose of this role is to provide professional administrative and operational support to a Wealth Manager. You will help manage client documentation, onboarding, compliance requirements, CRM updates, service provider queries and client review preparation, ensuri...