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 client service teams.
Role type
Mid-level Account Manager (Wealth Management Operations)
Builds
Client banking structures, account setups, and daily transaction processing for private investment offices.
Domain
Wealth Management / Private Banking / Trust Services
Required skills
Trust/banking product knowledge, client inquiry resolution, complex loan pricing, treasury management, account administration, fee review, process improvement
Preferred skills
Organizational skills, time management, critical thinking, analytical skills, verbal/written communication, client servicing experience
Technologies
N/A
Responsibilities
Process daily transactions including loan borrowings and payments; coordinate account administration and asset servicing; assist in creating complex banking structures; maintain internal documented procedures; identify service efficiencies.
Seniority
Mid-level, hands-on IC