A leading wealth management firm is seeking a Wealth Manager Assistant to support its growing team. This is an excellent opportunity for a detail-oriented professional to step into a dynamic role, working alongside experienced wealth managers to provide high-quality client service and investment administration.

The Role

As a Wealth Manager Assistant, you will work closely with senior advisors, ensuring smooth client interactions, handling portfolio administration, and providing crucial support in wealth planning and investment processes.

Key Responsibilities

Client Support & Administration – Assist wealth managers with client account management, ensuring exceptional service standards.
Investment Documentation & Processing – Handle new investment applications, fund switches, and policy documentation.
Client Communication – Liaise with high-net-worth clients to address queries, prepare reports, and ensure timely responses.
Portfolio Reviews & Reporting – Support the preparation of investment reviews and performance updates.
Regulatory & Compliance Support – Ensure records are accurate and comply with financial regulations.

Skills

Degree in Business, Finance, or a related discipline (or relevant experience).
2+ years' experience in wealth management, financial services, or investment administration.
QFA qualification (or working towards it) is preferred.
Strong analytical and problem-solving skills with high attention to detail.
Excellent communication skills to engage with clients and internal teams.

If you're considering new opportunities in wealth management, feel free to get in touch with Jean Moran at j.moran@capital8.ie to discuss potential roles.

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