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$73K–$83KHybrid · Full-time · Associate
+10K new in the last hour
The AI Agent Specialist serves as the dedicated enablement partner for senior executives, helping them maximize value from AI-powered personal assistants and agentic technologies.
Support private bankers (Client Advisors) managing complex client books in APAC, ensuring regulatory compliance, transaction processing, and client communication.
Associate will support client advisory teams, manage day‑to‑day client operations, process money movements, execute trades, maintain CRM records, and develop client presentation materials.
The expected base salary range for this position is $72,500 to $82,500 per year. The successful candidate may also be eligible for a discretionary bonus.
Provide holistic investment advice to clients, manage portfolios, and collaborate with CIO and product teams.