Assistant Relationship Manager (Private Wealth Management)
Core
Assist Relationship Manager to manage key partner relationships, build tight relationships with HNW clients, and provide investment portfolio analysis and advice.
Role type
Assistant Relationship Manager (Private Wealth Management)
Builds
HNW client services, account opening, maintenance, and investment portfolio analysis
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Investment portfolio analysis, HNW client relationship management, account maintenance, credit quality management, margin monitoring, regulatory compliance, business opportunity exploration
Preferred skills
Marketing support, ad hoc project execution
Technologies
N/A
Responsibilities
Manage key partner relationships to achieve business targets, Build tight relationships with HNW clients to complete team AUM and revenue targets, Provide investment portfolio analysis and advice to clients, Support marketing team to build HNW activities, Manage account opening and maintenance tasks, Monitor credit quality and margin levels
Seniority
Junior, 1-2 years experience