Support UHNW Relationship Managers in monitoring metrics, organizing demands, managing prospecting l
岗位职责
As an intern supporting the UHNW (Ultra High Net Worth) Team within Global Wealth Management, you will assist Relationship Managers in delivering exceptional client experiences.
Your responsibilities include monitoring key performance metrics, organizing client demands, maintaining prospecting lists, and controlling pipeline activities.
You will also prepare materials for client meetings and support the team in administrative tasks to ensure smooth operations.