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Client Account Manager
2 weeks ago
- Client Account Manager (Family Office)
Responsibilities- Strong client support to UHNW/HNW clients.
- Assisting in KYC checks and account openings during onboarding/review process
- Regular reviewing of client portfolio for necessary updates
- Ensuring that you are fully aware and updated of Private Banking/Wealth Management compliance and regulations
Requirements:
- Tertiary education with a strong academic track record
- Minimum 5 years of relevant experience in financial institutions (Asset Managers, Investment Bank, Hedgefunds and etc.)
- Due to the complex product requirements of the clients, it will be highly advantageous if you have a strong knowledge of the PB/WM product suite
- The ability to communicate effectively with internal and external stakeholders
- Job ID o70zC4UX3DZq
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