PMB based.   This role would entail providing support to the Wealth Advisor who specialises in the private client market.  Previous industry experience is essential - specifically experience dealing with investment houses / platforms.Duties would include:Provide administrative services to the Unit in support of new business, client servicing, portfolio requests and business retention.Assist Wealth Advisor  in managing their workflow and follow-ups.Manage data collection.Collaborate with Unit team members to ensure proactive and seamless client service.Requirements:MatricPrevious Wealth / Investment industry experience