Private Wealth Analyst

Global Gate Real Estate

We are seeking a detail-oriented and proactive Analyst to join our Private Wealth function, supporting client operations across onboarding, transactions, and reporting.

This role offers hands-on exposure to the end-to-end client lifecycle, including KYC processes, capital calls, distributions, and investment-related documentation, within a fast-paced and international environment.

The successful candidate will work closely with internal teams, and external counterparties, gaining valuable insight into private markets operations while contributing to seamless client service delivery.

This is an ideal opportunity for a candidate looking to build a strong foundation in private wealth operations, with exposure to both client servicing and investment-related processes.

Key Responsibilities:

• KYC & Onboarding

• Coordinate KYC collection and follow-ups with clients

• Track KYC status and ensuring timely updates/refreshes

• Liaise with compliance and administrators to ensure completeness of files

• Support onboarding of new clients and investments

• Capital Calls & Distributions

• Track capital calls, funding status, and deadlines

• Monitor distributions and ensuring proper follow-through with clients and administrators

• Reconcile payment flows and maintaining accurate records

• Documentation & Execution

• Coordinate subscription agreements, transfer documents, and related paperwork

• Follow up with clients on signatures and required documentation

• Maintain organized records of all transaction-related documents

• Coordination with Internal Teams & Counterparties

• Act as a point of coordination with Geneva teams, banks, and fund administrators

• Follow up on operational matters (transfers, confirmations, account-related queries)

• Tracking & Reporting Support

• Maintain trackers for KYC, onboarding status, capital calls, and distributions

• Prepare internal status updates on pending items and action points