Client Implementation | Private Wealth

Keegan Adams are partnering with an award-winning Private Wealth Advisory group servicing a range of individuals and families with significant wealth. They take particular pride in providing tailored advice and forging deep and lasting relationships with their valued clients. 

Working within a collaborative team environment, you will be providing support to one of the company’s most successful & well respected advisors, ensuring all clients receive an exceptional service and accurate and efficient administration of their financial planning requirements.

Typical duties include:

• Liaise with high net worth clients on the implementation and management of their portfolio

• Develop relationships with clients and third party providers

• Ensure compliance obligations are met, and all necessary paperwork has been sent and received within required timeframes

• Reporting on client portfolios 

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