Private Banker Assistant - International Bank

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7aqbmq

Michael Page - Support Wealth Managers in the management and development of client relationships. - Ensure a high level of client service by handling daily requests, account administration, and operational queries. - Prepare investment proposals, portfolio reviews, presentations, and reporting materials for client meetings. - Coordinate the onboarding process for new clients, including KYC, AML, regulatory documentation, and account opening procedures. - Monitor client portfolios and assist in implementing investment strategies and recommendations. - Liaise with internal stakeholders, including investment advisory, compliance, risk management, credit, and operations teams. - Ensure the accuracy and completeness of client records and documentation in accordance with regulatory and internal requirements. - Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related discipline. - 2-5 years of experience within Private Banking, Wealth Management, Asset Management,



or Financial Services. - Solid understanding of financial markets, investment products, and wealth management services. - Knowledge of banking regulations, KYC, AML, and compliance frameworks. - Strong analytical and organizational skills with exceptional attention to detail. - Excellent communication and interpersonal abilities. - Ability to manage multiple priorities in a fast-paced international environment. - Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint. - Fluent in English. Our client is a leading international bank that provides tailored wealth management solutions to High-Net-Worth Individuals (HNWIs), Ultra-High-Net-Worth Individuals (UHNWIs), entrepreneurs, and family offices. - Opportunity to join a prestigious international banking institution. Settore: Altro Ruolo: Altro RAL:

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7aqbmq