Overview:Our client, a leading Private Bank and Wealth Manager is seeking an Investment Assistant to join their Wealth and Investment division. The successful candidate will be partnering with and providing operational and administrative support to the Wealth Manager. Our client is looking for energetic, passionate individuals who value flexibility and the ability to navigate ambiguity, while challenging the status quo. Diversity, talent, and leadership play a crucial role in their pursuit of growth in their business. Candidates who can manage themselves effectively and build strong relationships will thrive in this dynamic environment.Responsibilities:Manage and streamline all administrative processes for the investment managerAssist clients with onboarding, account opening, additions, repurchases, and both ad hoc and regular payments from their investment portfolio, including the loading and processing of paymentsManage ad hoc client queries, reporting, and administrative mattersNote and record client instructions, e.g., investment restrictions, income requirements, etc.Work and engage with outside product providers and LISPsAssist the investment manager with client query management and resolutionHelp maintain internal stakeholder relationshipsAttend internal and external training seminars to ensure continuous professional developmentDemonstrate a fundamental understanding of asset allocation and its importanceUnderstanding of tax planning, Situs Tax, CGT, and Income Tax is preferableKnowledge of products and competitors, along with proposal preparationRequirements:Relevant tertiary qualification, and financial planning/investment planning qualification preferable3+ Years in experience in financial services industryWorked and engaged with outside product providers and LISPsStrong communicator with impeccable time management skillsFunctions effectively under pressure