Opportunity Description
Description du poste
Support relationship managers in performing various client transactions and delivering high quality customer services to high net worth clients;Involve in executing clients instructions, performing account opening procedures, preparing and collecting documentation from clients in a timely and accurate manner;Process credit approvals, investment and deposit transactions, and coordinate with relevant teams when required;Proactively monitor clients' account status and report for any irregularities;Act as a key contact, both external and internal, for clients' daily operational enquiries;Ensure the performing transactions are in compliance with the Bank's policies and legislative requirements;Complete all mandatory training as required to attain and maintain proficiency;To manage meetings and travel arrangements of RMs;To assist RMs in updating client documentation to meet ...
CDI
Operations Specialties Managers