Private Banking ARM/CSO
Core
Support Relationship Managers in managing client relationships, preparing documentation, conducting market research, and monitoring portfolios for private banking clients.
Role type
Associate Relationship Manager / Client Services Officer
Builds
Client relationships, investment recommendations, and client engagement events
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
client relationship management, regulatory compliance, market research, portfolio monitoring, onboarding coordination, cross-functional collaboration, marketing strategy support
Preferred skills
financial product knowledge, Microsoft Office proficiency, independent work
Technologies
Microsoft Office Suite, banking software systems
Responsibilities
Assist Relationship Managers with client requests and inquiries, prepare and maintain client documentation, conduct market research for investment recommendations, facilitate new client onboarding, monitor client portfolios and provide performance updates, coordinate with internal departments, support client events and meetings, assist in marketing strategy development