Relationship Manager Assistant
Core
Assist Relationship Manager in managing key partner and HNW client relationships to achieve business and revenue targets.
Role type
Junior Relationship Manager Assistant
Builds
HNW client services, account maintenance, and investment portfolio analysis
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
HNW client relationship management, investment portfolio analysis, account administration, credit quality monitoring, regulatory compliance, business opportunity exploration
Preferred skills
PWM business process familiarity, risk awareness
Technologies
N/A
Responsibilities
Manage key partner relationships, build tight relationships with HNW clients, provide investment portfolio analysis and advice, support marketing team for HNW activities, handle account opening and maintenance, monitor credit quality and margin levels, execute ad hoc projects
Seniority
Junior, 1-2 years experience