Client Manager Uhnwi
Servicing sophisticated UHNWI client relationships (beneficial owners, family offices, asset managers, professional investors), providing top service to international clients, ensuring smooth execution and delivery of tailormade advice, services and product offering Operational responsibility and full range of administrative tasks along the client life-cycle: handling securities and foreign exchange transactions, liquidity management/corporate actions, credit issues Collaborating closely with and providing support to Senior Relationship ManagersHandling complex account openings (e.g., domiciliary companies, trusts, foundations) for offshore clients and executing relevant tasks and processes of the lifecycle of Private Banking accountsEnsuring that all activities met the high standards of compliance and were performed in line with internal and external guidelines (PEP, KYC, AML, Global check and adverse news)SAQ certification 2022