Mission

Assist the relationship manager(s) in opening new relationships and serving clients, in compliance with the Bank’s internal regulations and guidelines within our Wealth Management division.

Main responsibilities

• Prepare the necessary documentation for client meetings and business trips for relationship managers
• Handle and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications
• Provide administrative support to the Relationship Manager and Team Head
• Cash Management
• Assist in AML clarifications and prepare clients KYC and related updates
• Direct interaction with clients by phone, e-mail and, occasionally in meetings
• Prepare and monitor account openings, closings and mutations
• Maintain records in compliance with internal and external regulation (for example: portfolio reviews, AML, KYC, etc.)
• P...