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Private banker assistant (6-month contract)

Milano
Verisure Italy
Pubblicato il Pubblicato 19h fa
Descrizione

Ph3Private Banker Assistant (6-month contract) /h3 pProvide support to Private Bankers and management (COO) on all client-focused operations. Assist with client administration and client management, organise workflows, and ensure that processes remain timely as well as efficient and effective. /p h3Your Mission /h3 ul liAccount opening process /li liDaily monitoring of the accounts /li liCash management /li liOverdraft monitoring /li liAct as first contact for all administrative KYC file documentation /li liProcess transfer orders and deal with client correspondence and all administrative matters /li liEnsure appropriate filling/recording of documentation of all client account documentation /li liLiaise with internal service providers within the company to ensure timely and accurate execution/resolution of clients’ request /li liNotify Bankers of documentation issues/pending items encountered in the course of the development of business by the Private Bankers /li liDeal with the specific mailing for the clients (welcome pack, fiscal statements, specific mailing, etc.) /li /ul h3Operational Support /h3 ul liSupport COO in operational matters including change management (e.g. regulatory) and strategy /li liAssist in the implementation of remediations and projects linked to client related topics /li liContribute to the correct accomplishment of the bank’s legal responsibilities and risk management /li liSupport Compliance department on tasks related to onboarding and account monitoring /li /ul h3Your Profile /h3 pbQualification / education : /b /p ul liFluent in English /li liBachelor Degree Level a plus /li /ul pbExperience /b /p ul liWorking in an international, multicultural environment /li liHistory of direct client interaction and ability to maintain a professional approach at all times /li /ul pbCompetencies / soft skills: /b /p ul liOrganization with ability to prioritize workload accordingly /li liA first-rate communicator /li liDetailed-oriented /li liClient oriented /li liStress resilient /li /ul pOur Maison’s DNA is defined by five core values. bExcellence /b drives us to be the best at what we do, while bInnovation /b fuels our progress. bRespect /b underpins every interaction, and bIntegrity /b shapes our actions. Together, we are bOne Team /b, united in serving our clients with unwavering dedication. /p pAs a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. bDiversity, Equity and Inclusion /b are woven into the fabric of our Maison’s DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy. /p pbIt is an exciting time to join our Teams. All applications will be handled in the strictest confidence. /b /p /p #J-18808-Ljbffr

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