Job Purpose

To manage large account portfolios and client relationships for the assigned portfolio in the Family Groups & Conglomerates segment, improve service quality levels and client interactions to ensure that the objectives are constantly met while maintaining client satisfaction and portfolio credit quality. High collaboration is required internally and externally, with local and international client outreach including meetings in different time zones and tight deadline submissions.

Key Accountabilities

• Support in day‑to‑day administrative and transactional activities such as client calls, payment processing, documentation follow‑up, account openings, updating the pipeline, and any other activities in the unit team.
• Manage and follow up on KYC and compliance requirements to ensure consistency with the Bank’s KYC and AML policies and regulatory requirements.
• Provide operational and administrative support for client accounts, e...