- about the jobUHNW Client Servicing: Promptly respond to all client queries and instructions, proactively monitoring transactions and account activities to ensure timely and accurate resolution.Relationship Support: Partner Relationship Managers to support the development, management, and retention of existing UHNW client relationships.Investment Collaboration: Work closely with the Investment Management team to deliver customized and comprehensive investmeabout the jobUHNW Client Servicing: Promptly respond to all client queries and instructions, proactively monitoring transactions and account activities to ensure timely and accurate resolution.Relationship Support: Partner Relationship Managers to support the development, management, and retention of existing UHNW client relationships.Investment Collaboration: Work closely with the Investment Management team to deliver customized and comprehensive investme
- Responsibilities: Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.Provide tailored investment insights and portfolio strategies to support relationship managers within the PB space Manage a portfolio of high-value accounts, actively identifying opportunities aligned with clients’ financial goals and market conditions.Evaluate individual risk profiles and investment preferences to reResponsibilities: Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.Provide tailored investment insights and portfolio strategies to support relationship managers within the PB space Manage a portfolio of high-value accounts, actively identifying opportunities aligned with clients’ financial goals and market conditions.Evaluate individual risk profiles and investment preferences to re
