Account Manager, GFO Banking
Core
Coordinate banking, custody, and fiduciary services for ultra-high net worth individuals and families, acting as the main liaison for the client service team.
Role type
Mid-level Account Manager (Wealth Management Banking & Custody)
Builds
Client banking structures, account setups, and daily transaction processing for complex family wealth portfolios.
Domain
Wealth Management / Private Banking / Trust Services
Deliverable
client delivery
Required skills
Trust and banking product knowledge, client inquiry resolution, account administration, complex loan pricing and borrowing coordination, treasury management support, fee review and accuracy, process improvement identification.
Preferred skills
Client servicing experience, organizational and time management in deadline-driven environments, critical thinking and problem-solving, verbal and written communication.
Technologies
N/A
Responsibilities
Process daily transactions including loan payments and fund requests; coordinate account administration and asset servicing; assist in creating complex banking structures; maintain internal documented procedures; identify service efficiencies; prepare for client meetings.
Seniority
Mid-level, hands-on IC