1.Collaborate with Private Banker to assist clients in accomplishing wealth management objectives.
2.Develop and maintain professional understanding of customer base to assist Banker deepening current relationships.
3.Perform as key contact for selected customer relationships under Banker guidance.
4.Initiate apt activities to ensure on time and scheduled response to customers.
5.Ensure to alert Banker with respect to any delays along with potential issues.
6.Support to open and link new accounts on One Source.
7.Provide assistance to Banker to attain approval on new account openings.