What are the responsibilities and job description for the Wealth Management Associate position at Leeds Professional Resources?
Our client, a leading investment management firm serving Ultra High Net Worth (UHNW) clients across Latin America, is looking for a Wealth Management Associate to join their team. This role sits at the intersection of investments, operations, and client service—supporting portfolio managers while delivering a high-touch client experience.
Key responsibilities:
• Support daily portfolio management and operational activities
• Coordinate with custodians, banks, and partners across LATAM & the U.S.
• Manage account openings, documentation, and client maintenance
• Review fund materials and support due diligence efforts
• Resolve trade, cash, and reconciliation issues
• Ensure compliance with internal controls and procedures
• Collaborate cross-functionally to deliver best-in-class support
What we’re looking for:
• 2–5 years in investment operations, wealth management, or financial services
• Strong attention to detail and ability to manage multiple priorities
• Proficiency in Excel and Microsoft Office
• Fluent Spanish (required)
• Experience with UHNW or international clients is a plus
Why join:
• Exposure to UHNW portfolios and LATAM clients
• High visibility with Portfolio Managers
• Strong growth potential within a respected firm
• Competitive compensation and benefits
Salary : $80,000 - $100,000