Assistant Relationship Manager - Wealth Management
Description du poste
- Execute clients' instructions accurately and timely, including transfers, trades, information requests, etc
- Assist with account opening and KYC review for onboarding processes
- Prepare reports upon request from Relationship Manager, clients, Compliance Officer, or authorized persons.
- Support market development initiatives for Relationship Managers.
- Maintain daily contacts with the bank's U / HNW clients
Profil attendu
- Educational background in banking and / or finance
- A minimum of 3 years of experience in a similar position in Wealth Management
- Fluency in English and French ; proficiency in additional languages is an advantage
Assistant Relationship Manager - Wealth Management
Relationship Manager, clients, Compliance Officer, or authorized persons. ...
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