Wealth Management & Private Banking
How the work actually runs, who does what, and the skill for each step.
Start from a situation
- “A client's annual review is tomorrow morning.”Adviser / relationship manager · Client Advisory → Review meeting
- “A new client just sold a business and wants a proposal.”Adviser / relationship manager · Client Advisory → Investment proposal
- “Markets fell 8% this week and several loans are near their limit.”Credit team · Lending to Private Clients → Margin monitoring
Or walk through the whole thing
Client Advisory
A client relationship from first meeting through the plan, the portfolio, regular reviews and the fees.
- Win the client
- Onboard
- Plan
- Invest
- Review
- Fees & relationship
14 steps · 5 have a skill · 6 skills
Lending to Private Clients
Securities-backed loans and mortgages for wealthy clients.
- Request
- Assess
- Document & draw
- Monitor
6 steps · 2 have a skill · 2 skills
Or browse every skill by desk
Client Advisory 3
client-report
Low riskGenerate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on "client report", "performance report", "quarterly report for [client]", "generate reports", or "client statement".
client-review
Low riskPrepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client]", "quarterly review", "prep for [client name]", or "client meeting".
investment-proposal
Low riskCreate professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on "investment proposal", "prospect presentation", "pitch new client", "proposal for [client]", or "new client presentation".