Assist relationship managers to effectively manage client portfolios and optimize the client experience by handling administrative tasks, information gathering, and data analysis
Job Summary
Assist relationship managers to effectively manage client portfolios and optimize the client experience by handling administrative tasks, information gathering, and data analysis.
Provide comprehensive support to clients with everyday banking tasks, account opening procedures, and resolving customer concerns while maintaining strict confidentiality and security protocols.
The role requires in-depth technical knowledge, CACS 1 & 2 certification, and at least 2 years of direct experience in Private Banking, with a focus on risk and controls, business acumen, and strategic thinking.
Matching Summary
Assist relationship managers to effectively manage client portfolios and optimize the client experience by handling administrative tasks, information gathering, and data analysis.