Account Manager (AVP/VP)
Core
Support Front Office Relationship Managers in trade execution, risk controls, account servicing, and credit tasks for UHNW clients across banking products.
Role type
Senior IC account manager (wealth management front office)
Builds
Client trade execution support, account onboarding, cash management, and credit monitoring for private banking clients
Domain
Wealth Management / Private Banking
Required skills
Wealth Management product knowledge, trade execution support, account onboarding, credit monitoring, cash management, client communication, regulatory compliance coordination
Preferred skills
Proficiency with Reuters/Bloomberg, CACS certification, experience with complex UHNW structures
Technologies
Reuters, Bloomberg
Responsibilities
Support RMs in trade execution and risk controls; Coordinate with Investment Advisors, Operations, and Compliance; Process client static data updates and new account onboarding; Manage cash management activities including money market loans and deposits; Handle credit-related tasks including applications, renewals, and margin calls; Process payments and transfers; Assist with account unblocking and document verification
Seniority
Senior, hands-on IC