Job Description
Mission
Assist the relationship manager(s) in opening new relationships and serving clients, in compliance with the Bank’s internal regulations and guidelines within our Wealth Management division.
Main responsibilities
- Prepare the necessary documentation for client meetings and business trips for relationship managers
- Handle and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications
- Provide administrative support to the Relationship Manager and Team Head
- Cash Management
- Assist in AML clarifications and prepare clients KYC and related updates
- Direct interaction with clients by phone, e-mail and, occasionally in meetings
- Prepare and monitor account openings, closings and mutations
- Maintain records in compliance with internal and external regulation (for example: portfolio reviews, AML, KYC, etc.)
- P...
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