Direct Contract, Treasure Wealth Associate
Core
Provide administrative and sales support to Relationship Managers for managing affluent client portfolios and executing wealth management transactions.
Role type
Associate (Administrative & Sales Support)
Builds
Client portfolios, transaction execution, compliance documentation
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
wealth management product knowledge, banking compliance (KYC/AML), data management, banking systems proficiency
Preferred skills
financial advisory and investment certifications
Responsibilities
Provide administrative and sales support to Relationship Managers; Assist in executing wealth management transactions; Facilitate client onboarding and conduct KYC/AML reviews; Deliver customer service and resolve operational issues; Collaborate with internal product specialists; Prepare portfolio reports and presentation materials