Private Banker Assistant - International Bank - JN-082026-7076881

Offerta
Riepilogo
Opportunità di carriera

Pubblicato il 04/08/2026

2 - 5 years of experience
International Bank

Azienda

Our client is a leading international bank that provides tailored wealth management solutions to High-Net-Worth Individuals (HNWIs), Ultra-High-Net-Worth Individuals (UHNWIs), entrepreneurs, and family offices.

Offerta

Support Wealth Managers in the management and development of client relationships.
Ensure a high level of client service by handling daily requests, account administration, and operational queries.
Prepare investment proposals, portfolio reviews, presentations, and reporting materials for client meetings.
Coordinate the onboarding process for new clients, including KYC, AML, regulatory documentation, and account opening procedures.
Monitor client portfolios and assist in implementing investment strategies and recommendations.
Liaise with internal stakeholders, including investment advisory, compliance, risk management, credit, and operations teams.
Ensure the accuracy and completeness of client records and documentation in accordance with regulatory and internal requirements.

Competenze ed esperienza

Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related discipline.
2-5 years of experience within Private Banking, Wealth Management, Asset Management, or Financial Services.
Solid understanding of financial markets, investment products, and wealth management services.
Knowledge of banking regulations, KYC, AML, and compliance frameworks.
Strong analytical and organizational skills with exceptional attention to detail.
Excellent communication and interpersonal abilities.
Ability to manage multiple priorities in a fast-paced international environment.
Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
Fluent in English.