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Wealth Management Client Support Specialist
il y a 3 semaines
An exciting opportunity to maximize client satisfaction and establish credibility through your work. You will collaborate closely with internal bank specialists across various domains, handling complex account-related queries and overseeing all tasks and processes throughout the life cycle of a Wealth Management account.
- Assist Senior Relationship Managers in identifying new opportunities and conducting research requests.
- Document client profiles for onboarding purposes.
- Interact with clients and their representatives during the onboarding process and KYC procedures.
- Maintain close communication with clients alongside the assigned Relationship Manager.
- Prepare client meetings, offering a comprehensive overview of the bank's products and services; draft meeting minutes when present.
- Handle recurring operational interactions with clients.
- Conduct periodic client reviews in accordance with KYC policies and deadlines.
- Execute transactions, including payments, deposits, loans, securities transactions, and statement requests.
- Support continuous process improvement initiatives to enhance client services.
To be successful in this role, you will need:
- Minimum 3 years of professional experience in Wealth Management or Private Banking.
- Strong knowledge of bank policies, processes, and services.
- Excellent problem-solving skills, multitasking ability, and attention to detail.
- Strong teamwork and organisational skills, with the capacity to meet strict deadlines.
- A client-centric mindset with outstanding communication abilities.
- A positive, solutions-oriented, and dynamic work approach.
- Fluency in French and English; additional other languages are an advantage.
