Wealth Client Associate
Core
Supports servicing and sales enablement activities to drive new client relationships and retain High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients in Wealth Management.
Role type
Wealth Client Associate (HNW/UHNW)
Builds
Client relationships and operational support for wealth management services
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
transaction processing, problem resolution, account maintenance, client onboarding, sales support, regulatory compliance, risk identification, report review
Preferred skills
private banking experience, wealth management knowledge, commercial banking experience, retail banking systems knowledge, Private Banking product knowledge
Responsibilities
Service daily transaction needs including problem resolution, overdrafts, and wire transfers; onboard new clients; build and maintain client relationships; provide sales support for special projects; review department reports for compliance; adhere to risk and regulatory standards.
Seniority
Entry-level to Junior