The role involves supporting Relationship Managers in acquiring, onboarding, and retaining high-net-worth clients while managing complex banking situations
Job Summary
The role involves supporting Relationship Managers in acquiring, onboarding, and retaining high-net-worth clients while managing complex banking situations.
Candidates must ensure adherence to legal and regulatory standards including KYC/AML while acting as a liaison between clients and internal specialist teams.
Success requires strong organizational skills, attention to detail, and the ability to leverage digital tools to meet evolving client needs.
Matching Summary
The role involves supporting Relationship Managers in acquiring, onboarding, and retaining high-net-worth clients while managing complex banking situations.
Skills & Requirements
Must-have
Private Banking or Wealth Management experience
Knowledge of KYC/AML regulatory frameworks
Sound understanding of banking products and risk
Strong client relationship management skills
Proficiency in PC applications like Excel and Word
Nice-to-have
Bilingual or trilingual capabilities in EMEA languages
Experience with digital tools and platforms
Commercial awareness of financial markets
Ability to manage multiple priorities in fast pace
Proactive problem-solving and independent initiative
Key Requirements
Experience in Private Banking or Wealth Management environment
Fluency in English plus Hebrew, French, Italian, Russian, or Arabic preferred
Understanding of governance, risk, and control procedures