about the job
Provide high-touch service to High-Net-Worth (HNW) individuals to drive client satisfaction and long-term retention.
- Facilitate the end-to-end onboarding process for new accounts and manage the execution of Periodic Reviews to ensure client data remains current.
- Maintain a rigorous understanding of the regulatory framework, ensuring all activities comply with data protection, banking secrecy laws, and cross-border solicitation rules.
- Identify potential operational or compliance risks and ensure timely escalation to senior management.
To apply online please use the 'apply' function.
(EA: 94C3609/ R24124496)
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