Associate

Associate in Advisory supporting Investment Advisers to deliver exceptional service to high net worth and ultra high net worth clients. Responsibilities include onboarding new clients and account openings, day-to-day portfolio administration (cash and stock transfers, corporate actions, margin calls, settlements, international trading), preparing meeting materials and investment proposals, maintaining client files in Avaloq and ensuring compliance, liaising with clients and internal/external teams to resolve queries, monitoring client milestones (annual reviews, documentation updates, risk profile renewals), and assisting in coordination of client functions and marketing events. Requires 2+ years in wealth management or a similar client-facing financial services role, strong organizational and communication skills, attention to detail, proficiency in Microsoft Office, and a client-first mindset.