Client Service Officer
5 ore fa
We are seeking a highly organized and detail-oriented Client Service Officer to provide administrative and operational support to our Wealth Managers in managing high net worth individual (HNWI) and ultra high net worth individual (UHNWI) clients.
Key Responsibilities- Provide administrative support, including handling telephone calls, managing emails, and mail
- Support Wealth Managers in preparing client meetings, ensuring compliance with client file requirements, portfolio situation, reports, and sales documentation
- Respond promptly to client queries regarding account history and financial instruments, with a focus on quality and personal service
- Enter account opening and closing operations into the system, ensuring efficient execution of client instructions
- Monitor client accounts daily and inform Wealth Managers of any particular events
- Prepare standard or customized reports for clients with Wealth Manager approval
- Participate in credit application preparation and periodic credit dossier reviews
- Perform Know Your Customer (KYC) processes and regularly check client file compliance with regulations and procedures
- Bachelor's degree in economics, finance, or management
- 3-5 years of experience in Private Banking/Wealth Management, with good knowledge of operations (cash, securities, foreign exchange, credit, etc.)
- Good knowledge of anti-money laundering rules and related procedures (AML/KYC)
- Excellent communication and interpersonal skills, with a proactive approach and teamwork attitude
- Good knowledge of MS Office (Word, Excel, Outlook)
- Italian mother tongue, English fluent, French desirable
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