Private Banking Client Services Officer

Your Responsibilities

• Assist an international team (5 CRMs) in their daily business, including:
• Daily management and monitoring of the client's accounts: fiduciary deposits, overdraft, payment support, e-banking access, credit cards support
• Execution of client's orders (equity, bonds, FX), funds subscription
• Client's communication and reporting (account statements, performance, order and payment confirmation)
• Discretionary mandate implementation and monitoring
• KYC periodic review, forms renewal and CRM's support with internal departments (central file, compliance, etc.) in particular for high risk clients
• Prepare and follow-up internally on the accounts opening journey (individual, corporate, complex structures)
• Participate in the marketing effort and follow-up of investment solutions and product ideas in support of CRMs (SPS, trading, Edge Lab, etc.)

Your Profile

• University degree i...