Wealth Manager Assistant

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.