Accompany Wealth Managers in the commercial relationship and the operational support of our clients, in order to discover the management of a client portfolio as a whole.
Participate on a daily basis in the management and monitoring of our clients’ accounts in strict compliance with the legislation in force and our internal procedures.
Process and encode our customers’ banking transactions in our internal computer system.
Initiate and monitor the smooth running of account opening requests and credit files in conjunction with internal operational experts.
Establish various internal reports or reports for our customers.
Job Requirements:
Coming from a higher university education, you have experience in commercial support of customer relations ideally acquired in a private banking or investment banking environment. You have very good knowledge of financial markets and products.
Minimum experience level 3 – 5 years
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