Description du poste

• Execute clients' instructions accurately and timely, including transfers, trades, information requests, etc
• Assist with account opening and KYC review for onboarding processes
• Prepare reports upon request from Relationship Manager, clients, Compliance Officer, or authorized persons.
• Support market development initiatives for Relationship Managers.
• Maintain daily contacts with the bank's U/HNW clients

Profil attendu

• Educational background in banking and/or finance
• A minimum of 3 years of experience in a similar position in Wealth Management
• Fluency in English and French; proficiency in additional languages is an advantage