Relationship Associate (Wealth Management)
Core
Support high-net-worth clients and family offices with account administration, wealth projections, and operational tasks to ensure seamless client experiences.
Role type
Associate in trust administration and wealth management operations
Builds
Client account files, wealth projections, cash flow analyses, and administrative workflows for HNW families and institutions
Domain
Wealth management and trust administration
Deliverable
client delivery
Required skills
Account administration, wealth projection modeling, cash flow analysis, KYC process execution, wire transfer initiation, meeting logistics coordination
Preferred skills
Trust administration background, knowledge of specialized investment strategies, basic AI tool proficiency
Technologies
Microsoft Word, Excel, PowerPoint
Responsibilities
Prepare personal balance sheets and wealth projections; initiate wire transfers and discretionary payments; coordinate with portfolio managers to cure overdrafts; assist with new account openings and KYC documentation; prepare materials for client meetings
Seniority
Mid-level, client-facing associate