Private Wealth Relationship Specialist
Core
Supports affluent clients by facilitating transactional needs, processing deposits and transfers, and assisting with account setup and documentation.
Role type
Private Wealth administration specialist
Builds
Client accounts and transactional records for affluent clients
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Client service, transaction processing, CRM proficiency, record keeping, document preparation, risk monitoring
Preferred skills
Business degree, banking industry knowledge, wealth management processes, credit processes, investment services support
Technologies
Microsoft Office Suite, CRM software
Responsibilities
Schedule appointments and make follow-up calls, process deposits and wire transfers, enter and maintain client records, prepare loan closing documents, monitor first line of defense risk activities
Seniority
Entry-level to Mid-level, hands-on IC