Position Details
About this role
This role involves supporting wealth strategists by researching prospects, preparing client materials, and managing relationships to facilitate the growth of the Global Family Office practice.
Key Responsibilities
- Research prospects
- Prepare client presentations
- Manage prospect pipeline
- Coordinate meetings
- Review trust documents
Technical Overview
The role requires familiarity with prospect research platforms like WealthX and FINTRX, and knowledge of trust, asset servicing, and investment management services.
Ideal Candidate
The ideal candidate is a mid-level sales associate with strong research, client engagement, and presentation skills, experienced in wealth management and fiduciary services, capable of supporting strategic growth for the Global Family Office.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Lack of experience with prospect research tools, No background in wealth management or fiduciary services, Inability to coordinate client meetings, No experience with trust documents
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