Vacancy Description
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About the Role
Our client is a leading private bank. This role offers the opportunity to work closely with their top performing Relationship Managers in delivering high-quality service to HNW/UHNW clients.
Responsibilities
- Support top performing Relationship Managers in portfolio management, including client servicing, documentation, and execution of investment transactions
- Serve as a primary contact for clients, handling enquiries, transactions, and day-to-day operational matters efficiently
- Assist with client onboarding, trade execution, and ongoing portfolio monitoring (e.g. maturities, margin levels)
- Ensure compliance with regulatory requirements while maintaining accurate client records and identifying opportunities to promote the bank’s products and services
Required Skills
- Mini...
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