Private Banker Assistant / Account Manager

Entreprise :

• Take ownership and support the management of a client portfolio, putting the client's needs in first place.
• Be the go-to expert when it comes to the administration of the client's accounts (cash managements, transfers, stock exchange orders and control of executions, fiduciary deposit renews, etc.).
• Use keen foresight in anticipating new risks through the accurate monitoring of risk and compliance indicators.
• Guide the relationship managers in KYC related matters.
• Ensure the smooth openings and closings of accounts.

Description du poste :

• Bachelor's or master's degree coupled with a minimum of 5 years of pertinent experience in the banking sector.
• Proficiency in English, with exceptional communication skills tailored to both experts and non-experts.
• A collaborative team player with a passion for delivering top-tier client service.
• Sound knowledge of financial products and markets.
• Proficiency in IT tools and Microsoft Office suite.

Description du profil :

• Bachelor's or master's degree coupled with a minimum of 5 years of pertinent experience in the banking sector.
• Proficiency in English, with exceptional communication skills tailored to both experts and non-experts.
• A collaborative team player with a passion for delivering top-tier client service.
• Sound knowledge of financial products and markets.
• Proficiency in IT tools and Microsoft Office suite.