Financial Institutions Stageur
3 giorni fa
**Key Responsibilities**
- Assist the team in the Know Your Customer process (Including Customer Due Diligence, FATCA, CRS, MiFID, etc.);
- Collaborate with several stakeholders on Know Your Customer (“KYC”) related tasks with the aim of being fully KYC compliant on all covered clients - continuous surveillance on expired and soon to be expired cases; off-board clients no longer in line with our bank strategy
- Prepare the support memos for the commercial and risk approvals;
- Prepare commercial advices, which includes client relationship history, revenues streams and business objectives;
- Ensure proper data quality within IT systems (including correct limits allocation, exposures as well as legal structure are reflected in the internal systems);
- Assist the Relationship Manager in drafting presentations to Senior Management and clients;
- Prepare - in conjunction with Legal and Financial Institutions Lending departments - lending term sheets and lead the initial term sheet negotiation;
- Originate product-integrated solutions pitches to clients, in close cooperation with product specialists;
- Swiftly act on client requests by directing to the relevant internal parties/products.
**Requirements**:
- Bachelor or Master degree
- Knowledge of financial products
- High level of analytical skills
- Fluent in Italian, English (written and spoken)
- Advanced Excel and PowerPoint skills.
- Previous experience in a comparable role within Banking sector focused on Financial Institutions clients
**Soft skills**
- Motivated, determined and results focused
- Good communicator
- Able to deal with a flexible working environment
- Can-do attitude
**Duration**: 6 months
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