Generalist, Business Management Support, Private Banking
Core
Support Wealth Planners in providing differentiated service to high net-worth customers by preparing onboarding documentation, marketing materials, and reports, while liaising with stakeholders for trust setup and administration.
Role type
Business Management Support for Private Banking
Builds
Trust accounts and client onboarding processes
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Trust administration, onboarding documentation, marketing material preparation, stakeholder liaison, reporting, relationship building
Preferred skills
Building customer relationships
Technologies
N/A
Responsibilities
Support Wealth Planners in providing differentiated service to high net-worth customers, Prepare onboarding documentation for trust clients, Prepare marketing and pitching materials for Wealth Planners, Liaise with stakeholders including trustees, clients, and bankers for trust setup and administration, Prepare weekly, monthly, and ad-hoc reports to Team Leads and management
Seniority
Mid-level, hands-on support