Job Description
Job Description
Administrative support to the team :
- Prospect, onboard, close;
- Update of databases;
- Communication, reporting;
- Client visits preparation;
- Internal / external meetings organisation.
Provide RMs with suport when dealing with :
- Central Registry (documentation issues, updates, repapering);
- Risk & Compliance for KYC and AML issues;
- During clients’ contact, ability to have a personalized interaction with Clients;
- Cash management, credit/debit cards, transfers;
- Execution of payment orders/transfers/trading orders;
- Ensuring that all internal regulatory policies, procedures and practices are carried out, applied and adhered to within the required timeframes;
- Scupulously observe cross border rules and regulations
- Where requested, participation in client’s meetings and corporate events.