Associate Relationship Advisor
Core
Transitional role bridging Account Manager and Relationship Advisor, ensuring client satisfaction and coordinating account management for a limited number of wealth management accounts.
Role type
Associate Relationship Advisor (transitional IC)
Builds
High-quality account service and advisory relationships for wealth management clients
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Client relationship management, account coordination, financial product knowledge, estate and financial planning basics, capital markets knowledge, banking products knowledge, fiduciary duties understanding, business development support, presentation skills, problem solving
Preferred skills
College degree, 3-4 years in fiduciary servicing and personal trust, Trust 1 and 2 certifications, knowledge of trust operations and accounting systems
Technologies
Accounting systems, financial operations systems
Responsibilities
Coordinate account management and execute daily client activity; Manage assigned account base by understanding client needs and goals; Maintain knowledge of governing documents and account agreements; Provide focused client service with proactive communication; Assist service team with business development and client presentations; Seek continued development of advisory skills through training