Senior Account Manager, Global Family Office (2 roles)
Core
Primary day-to-day point of contact for family members and family offices, ensuring consistency and quality of service across all products and geographies.
Role type
Senior Account Manager (Family Office)
Builds
Cohesive client service experience and operational continuity for allocated family office clients.
Domain
Wealth management / Family Office / Asset Servicing
Deliverable
client delivery
Required skills
Institutional fund structures support, custody products knowledge, wealth management solutions, MS Office proficiency, data manipulation, cross-team coordination, regulatory change communication, procedural documentation
Preferred skills
Experience in Luxembourg or comparable regulated jurisdictions, mentoring junior account managers
Technologies
Banking platforms, MS Office
Responsibilities
Build and maintain trusted client relationships, act as central client touchpoint for product support, monitor and resolve daily transaction processing activities, collaborate with relationship managers to identify service enhancements, communicate regulatory and product changes, create and update documented procedures
Seniority
Senior, hands-on IC