- Responsibilities: Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.Provide tailored investment insights and portfolio strategies to support relationship managers within the PB space Manage a portfolio of high-value accounts, actively identifying opportunities aligned with clients’ financial goals and market conditions.Evaluate individual risk profiles and investment preferences to reResponsibilities: Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects.Provide tailored investment insights and portfolio strategies to support relationship managers within the PB space Manage a portfolio of high-value accounts, actively identifying opportunities aligned with clients’ financial goals and market conditions.Evaluate individual risk profiles and investment preferences to re
- about the companyEstablished for over 60 years, the Client is an esteemed foreign bank with presence in more than 20 locations globally. They are committed to investing in their employees’ careers by providing professional development and internal mobility. about the roleLead the KYC Client Onboarding production team which is responsible for end-to-end KYC process including client outreach, name screening and adverse news searchesEnsure smooth end-to-end oabout the companyEstablished for over 60 years, the Client is an esteemed foreign bank with presence in more than 20 locations globally. They are committed to investing in their employees’ careers by providing professional development and internal mobility. about the roleLead the KYC Client Onboarding production team which is responsible for end-to-end KYC process including client outreach, name screening and adverse news searchesEnsure smooth end-to-end o
