Manager Operations Client 5082
Posted on :
13-09-2024
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
- Support Investment Representatives to drive AUM and revenue numbers as well as cultivate and manage ultra-high new worth client relationship
- Understand client requirements and assist Investment Representatives in daily maintenance of account relationships
- Be responsible for clients’ daily trading of equities, fixed income, foreign exchange, derivatives, structured notes, alternative investments and other core banking products
- Facilitate the onboarding process of new and existing clients to bank, including account opening/closure/update with client to ensure completion of documentation requirements
- Monitor the team’s portfolio under management, resolving daily client issues and ensuring that client requests are met promptly
Employment Type
Full Time
Company Industry
Department / Functional Area
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
