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Emplois, formations et entreprises partout en France
Description de l'offre
Support relationship managers in performing various client transactions and delivering high quality customer services to high net worth clients;
Involve in executing clients instructions, performing account opening procedures, preparing and collecting documentation from clients in a timely and accurate manner;
Process credit approvals, investment and deposit transactions, and coordinate with relevant teams when required;
Proactively monitor clients' account status and report for any irregularities;
Act as a key contact, both external and internal, for clients' daily operational enquiries;
Ensure the performing transactions are in compliance with the Bank's policies and legislative requirements;
Complete all mandatory training as required to attain and maintain proficiency;
To manage meetings and travel arrangements of RMs;
To assist RMs in updating client documentation to meet KYC requirement. Track and follow up on all required documentation from client in a timely manner.
Support relationship managers in performing various client transactions and delivering high quality customer services to high net worth clients;
Involve in executing clients instructions, performing account opening procedures, preparing and collecting documentation from clients in a timely and accurate manner;
Process credit approvals, investment and deposit transactions, and coordinate with relevant teams when required;
Proactively monitor clients' account status and report for any irregularities;
Act as a key contact, both external and internal, for clients' daily operational enquiries;
Ensure the performing transactions are in compliance with the Bank's policies and legislative requirements;
Complete all mandatory training as required to attain and maintain proficiency;
To manage meetings and travel arrangements of RMs;
To assist RMs in updating client documentation to meet KYC requirement. Track and follow up on all required documentation from client in a timely manner.
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