Your next challenge:
- Provide high-level administrative, operational and commercial assistance to the RMs in client management.
- Day-to-day management and control of all the clients’ queries, in collaboration with RMs (account openings, placements and investments, client visits, transfers, etc.).
- Proactive follow-up of accounts status.
- Proactively identify client needs and share the information with RMs.
- Ensure the practical application of all the procedures, KYC surveillance permanent documentation of client activity and of the overall interaction with the client and monitoring of important transactions.
- Test new IT tools