Wealth Management Analyst
Vor 5 Tagen
- Handling and monitoring stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications
- Cash management
- Assist in AML clarifications and preparing clients KYC and related updates
- Interacting directly with clients by phone, e-mail and, occasionally in meetings
- Preparing and monitoring account openings, closings and mutations
- Maintaining records in compliance with internal and external regulation (e.g., of client instructions, portfolio reviews, AML, KYC, etc.)
- Various administrative tasks (e.g. preparing presentations, travel arrangements, helping clients with any requests, banking and non-banking)
- Deputy of other assistants if needed
- Years of experience: 3-7 : intermediate
- Experience required: Experience as a Wealth Management Assistant is required for this role
- Strong banking knowledge
- Experience in banking is mandatory for this role
- Language skills in Russian, German and French is a benefit for this role
- Experience in private banking: Mandatory
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