Client Advisor Associate

As a Client Advisor Associate, you will work alongside senior Client Advisors in a client-facing support capacity, gaining hands‑on experience in investment execution, portfolio administration, and day‑to‑day relationship management.

• Support Client Advisors and Team Heads with client onboarding, documentation, data entry, and post-meeting follow-ups.
• Prepare meeting materials, portfolio reports, investment proposals, and review packs.
• Respond to client inquiries with professionalism and attention to detail.
• Maintain CRM data integrity and support administrative workflows.
• Coordinate calendars, travel schedules, and meeting logistics.
• Provide coverage during RM absences to ensure uninterrupted client support.

• Liaise with compliance, legal, and operations for account onboarding and KYC processes.
• Track pipeline activity...