Generalist, Business Management Support, Private Banking
Core
Support Wealth Planners in providing differentiated service to high net-worth customers and manage trust client onboarding and administration.
Role type
Business Management Support for Private Banking
Builds
Trust accounts and client service workflows
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Private banking experience, trust administration, stakeholder liaison, report preparation, business/finance degree
Preferred skills
Customer relationship building
Technologies
N/A
Responsibilities
Support Wealth Planners in providing differentiated service to high net-worth customers; Prepare onboarding documentation for trust clients; Prepare marketing and pitching materials for Wealth Planners; Liaise with stakeholders including trustees, clients, and bankers for trust setup and administration; Prepare weekly, monthly, and ad-hoc reports for Team Leads and management
Seniority
Mid-level, hands-on support