Private Banking Sales Assistant recruitment
A client facing role providing dedicated support to more than one Relationship Manager as required. The successful candidate will be a main point of contact for all day to day general account maintenance requests across the range of products and services ensuring that quality service is provided at all times. They will delegate administrative queries to support teams as appropriate Attend client meetings, arrange documentation and observe/participate as appropriate writing up call reports as required. Ownership of KYC and account opening process and related client queries and develop knowledge Read more […]