Key Responsibilities:
Client Support:
- Provide comprehensive administrative and client service support to Relationship Managers handling Private Wealth (HNW/UHNW) clients across various markets.
- Address client inquiries and instructions promptly, assisting in resolving issues and fulfilling requests effectively.
Account Monitoring:
- Oversee and monitor transactions and activities within client accounts to ensure accuracy and compliance.
Administrative Duties:
- Perform a range of administrative tasks including scheduling appointments, drafting correspondence, arranging travel, organizing meetings and receptions, and preparing presentation materials.
Coordination and Communication:
- Collaborate with Operations and other internal departments as needed to support client needs and ensure smooth service delivery.
Regulatory Compliance:
- Ensure all activities and processes adhere to internal policies and external regulations, maintaining high standards of compliance at all times.
