Description

In this role, you will actively support the team in expanding business with high net worth clients, manage daily operations, engage with customers, and help organize and participate in client events.

Requirements

• •Completion of banking training
• •Commitment and high initiative
• •High customer orientation and service orientation
• •Very good knowledge of systems and IT
• •Empathy and very good communication skills
• •Strong ability to work in a team

Tasks

• •Support team members in business development
• •Handle day-to-day business independently
• •Prepare and follow up on client appointments
• •Manage customer interactions and correspondence
• •Process account openings and compliance tasks
• •Accept and process orders for securities and payments
• •Collaborate on organizing client events with Marketing
• •Participate in representative events as needed