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About This Opportunity
Responsibilities
- Provide proactive and efficient support to Relationship Managers in advising and servicing a sophisticated client base.
- Handle organisational and administrative tasks as part of comprehensive office management, including correspondence, documentation, diary management and compliance.
- Independently prepare for and follow up on client and acquisition meetings, gathering relevant information.
- Monitor client portfolios for due dates and outstanding pending items.
- Receive and independently process orders in securities, foreign exchange, derivatives and payments.
Requirements
- Completed banking apprenticeship or commercial vocational training.
- Several years of practical experience in private banking and servicing private banking clients.
- Experience with cross‑border client relationships and knowledge of regulatory requirements such as MiFID, KYC, AML and FIDLEG.
- Stro...