Client Advisor / Business Support Assistant

Client Advisor / Business Support Assistant

We are seeking a highly organised, detail-oriented and proactive Analyst to join our Wealth Management division as Client Advisor Assistant. This role is designed to support the relationship managers in the detailed execution of client-related activities and to provide full operational and transactional backing across relationship management functions.

Responsibilities

• Support the relationship managers in managing day-to-day client interactions and service requirements.
• Prepare meeting materials, client presentations and portfolio reports.
• Attend client meetings where required and document follow-up actions.
• Track and manage client requests to ensure timely and accurate execution.
• Serve as secondary point of contact for operational client matters.
• Assist in maintaining detailed client records and documentation.
• Support performance tracking, asset allocation analysis and risk monitoring.
• Assist in preparing investment research summaries and commentary for clients.
• Coordinate with custodians and platform providers to obtain required data.
• Ensure accuracy and consistency of all client-facing reporting materials.
• Support client onboarding processes including documentation and compliance requirements.
• Liaise with Operations, Compliance, Investment Advisory and external providers to ensure seamless execution.
• Monitor transaction processing and follow through to settlement confirmation.
• Assist with preparation of subscription documents and capital call notices where applicable.
• Maintain organised records of mandates, agreements and correspondence.
• Support the Client Advisor in preparing pitch materials for prospective clients.
• Assist in researching prospects and preparing briefing notes.
• Maintain pipeline tracking and follow-up schedules.
• Prepare financial illustrations and proposal documentation.
• Provide analytical support during new client conversion processes.
• Identify opportunities to improve reporting efficiency and client servicing workflows.
• Maintain structured filing systems (digital and physical).
• Support preparation of internal performance dashboards.
• Contribute to continuous improvement of client experience processes.

Requirements

• BSc Degree in Finance, Economics, Accounting, Business or related field.
• 1 – 4 years’ experience in wealth management, private banking, asset management, family office or financial services.
• CFA, CFP®, CISI or equivalent designation preferred.
• Exceptional written and verbal English language communication skills.
• Proficient in macOS Keynote, Numbers and Pages.
• Proficient in MS PowerPoint & Word.
• High proficiency in Excel, including financial modelling and data analysis.
• Experience preparing client presentations, investment statements, and transaction processing.
• Strong understanding of financial products and multi-asset class portfolios.
• Diligent, with excellent attention to detail and high accuracy in reporting.
• Strong numerical and analytical capability.
• Strong presentation and proposal development skills.
• Exceptional interpersonal and communication skills.
• Strong organisational and time management skills, ability to manage multiple tasks simultaneously.
• Target-driven and results-oriented, able to deliver on time, under pressure.
• Highly adaptable, able to deal with ambiguity and change.
• High integrity and able to handle confidential matters with absolute discretion.
• Highly responsive and service-oriented mindset.
• Able to work in a fast-paced team with minimal supervision.
• Proactive, dependable and solutions-focused.
• Mature, reliable and professional.

How to Apply Interested and qualified candidates should forward their CV to: oluwaseun.f@fadacresources.com using the Job Title as the subject of the email.