Are you curious, proactive and always striving to bring positive impact to clients? Are you passionate about delivering exceptional service to high net worth and ultra-high net worth clients in a fast-paced international environment? Do you enjoy working closely with client advisors, handling complex banking activities, and contributing to a seamless client experience?
Your tasks
- Support client advisors in delivering exceptional client service and experience.
- Support client advisors in administrative, risk, legal and compliance related tasks and duties.
- Manage daily business in WM HNW/UHNW client servicing and provide high quality service.
- Be the point of entry for processing client orders, such as stock orders, foreign exchange, loans and deposits.
- Be the direct contact for daily banking activities and administrative work for clients.
- Manage daily client transactions and carry out inquiries and troubleshooting.
- Perform account maintenance tasks and client-related processes, such as account opening and closing, suitability reviews, initial and recurring KYC and due diligence.
- Support client advisors when they are on business trips and assist in preparing client meetings.