Client Portfolio Assistant
2 maanden geleden
We are currently seeking a dynamic and experienced Client Portfolio Assistant to join our team. The successful candidate will work closely with the Account Manager to develop and manage a client portfolio in alignment with the bank's business strategy and objectives.
Description
- Assist the Account Manager in developing and managing a client portfolio.
- Prepare clients' KYC documentation.
- Process client daily payments efficiently and accurately.
- Participate in the improvement of operational procedures and contribute to product offerings and service quality.
- Prepare for commercial meetings and recommend appropriate ways to present and communicate the bank's products and services.
- Provide financial advice to clients to facilitate informed decision-making.
- Ensure timely responses to requests from prospects and clients, and monitor the overall process closely.
- Maintain the bank's image and reputation through effective oral and written communication.
- Report any customer complaints to direct management and the Legal & Compliance department.
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