Wealth Management Coordinators

About The Role

The Wealth Management Coordinator is a central, multi-faceted role at AXYS Investment Partners. This person keeps the office running, supports wealth management advisors in client servicing, manages the CRM, coordinates key client events including the AXYS Eastern Golfers Challenge, supports business development activities, and manages AXYS’s social media and marketing presence. Beyond operational excellence, this person is the face of AXYS to visiting clients, a proactive contributor to business development initiatives, and a key enabler of the wealth management team’s success. The role suits a highly organised, entrepreneurial professional who thrives in a fast-paced, high-net-worth client environment and wants to grow alongside a fast-growing wealth management business.

Key Responsibilities

• Manage day-to-day office organisation and provide administrative support to the Senior Partner
• Coordinate meetings, calendars, and client communication for the wealth management team
• Welcome and assist clients visiting the office, reflecting AXYS’s premium standards
• Support client onboarding, KYC documentation, and account opening procedures
• Maintain accurate client records in the CRM and track interactions and follow-ups
• Coordinate the AXYS Eastern Golfers Challenge and other client events and seminars
• Support business development activities, prospect follow-up, and partnership coordination
• Manage AXYS’s LinkedIn and social media presence, marketing materials, and client communications

Qualifications

• Degree in Finance, Business, or a related discipline
• Minimum 2–4 years’ experience in client services, wealth management support, financial services, events, or administration
• Comfortable interacting with high-net-worth individuals and business professionals
• Excellent written and verbal communication skills in English and French
• Valid driving licence
• Previous experience in financial services, events, or hospitality is an advantage

Skills & Competencies

Technical Skills:

• Office management and executive support (calendar, logistics, client reception)
• Client onboarding, KYC coordination, and account opening documentation
• CRM systems, with high accuracy in client record management
• Investment documentation (applications, withdrawals, fund transfers)
• Event coordination and logistics (registrations, sponsors, suppliers)
• Business development support and pipeline follow-up
• Marketing and social media (LinkedIn, Canva, newsletters)
• Good knowledge of Microsoft Office and Canva

Behavioural Skills:

• Highly organised and proactive, taking initiative without being asked
• Entrepreneurial mindset, thriving in a fast-paced, growth-oriented environment
• Exceptional communicator, clear and warm with HNW clients and professionals
• Service-first mindset, ensuring every client interaction reflects AXYS’s premium standard
• Strong relationship builder who enjoys networking and events
• Reliable, adaptable, and comfortable with changing priorities
• Detail-oriented, with strong follow-through